Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.5B
AUM Growth
+$7.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,079
New
Increased
Reduced
Closed

Top Buys

1
+$205M
2
+$163M
3
+$96.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$94.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$76.7M

Top Sells

1
+$272M
2
+$139M
3
+$120M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$85.4M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$73.4M

Sector Composition

1 Technology 16.14%
2 Healthcare 12%
3 Financials 8.67%
4 Industrials 8.17%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12.2M 0.03%
1,660,293
-1,974
452
$12.2M 0.03%
462,330
-159,085
453
$12.1M 0.03%
132,644
+4,186
454
$12.1M 0.03%
481,001
-57,292
455
$12M 0.03%
340,175
+25,804
456
$12M 0.03%
231,560
-9,571
457
$12M 0.03%
33,211
+3,319
458
$11.9M 0.03%
231,331
-31,427
459
$11.9M 0.03%
270,054
+81,096
460
$11.9M 0.03%
52,330
+10,022
461
$11.9M 0.03%
83,420
+3,866
462
$11.8M 0.03%
139,238
-38,226
463
$11.8M 0.03%
174,860
-57,388
464
$11.8M 0.03%
59,525
-7,708
465
$11.7M 0.03%
42,549
+5,387
466
$11.7M 0.03%
156,111
-27,404
467
$11.7M 0.03%
102,249
-4,182
468
$11.6M 0.03%
86,834
-9,465
469
$11.6M 0.03%
311,082
+65,621
470
$11.6M 0.03%
751,852
-253,314
471
$11.6M 0.03%
206,288
+276
472
$11.5M 0.03%
29,715
+3,392
473
$11.5M 0.03%
210,560
-17,306
474
$11.5M 0.03%
246,028
-15,867
475
$11.5M 0.03%
189,356
-16,570
17 18
19
20 21