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
26
$291M 0.67%
2,609,773
-4,822
27
$287M 0.66%
2,928,536
+90,724
28
$286M 0.66%
1,694,172
+84,849
29
$281M 0.65%
4,522,024
+1,019,061
30
$276M 0.64%
1,303,203
+71,795
31
$275M 0.63%
4,591,685
+79,675
32
$267M 0.61%
3,778,000
-25,540
33
$266M 0.61%
4,831,681
+30,587
34
$248M 0.57%
1,899,535
+165,984
35
$247M 0.57%
568,011
+11,419
36
$241M 0.55%
1,030,826
+14,558
37
$240M 0.55%
2,165,165
+20,017
38
$239M 0.55%
3,247,298
+177,281
39
$238M 0.55%
2,609,392
+748,200
40
$231M 0.53%
5,180,118
+206,465
41
$229M 0.53%
631,933
+10,336
42
$227M 0.52%
1,035,620
+52,412
43
$227M 0.52%
1,296,371
+50,723
44
$225M 0.52%
1,199,519
+154,617
45
$224M 0.51%
2,895,513
+100,929
46
$223M 0.51%
1,758,307
-13,515
47
$222M 0.51%
3,608,777
+2,644,410
48
$218M 0.5%
1,937,053
-63,069
49
$217M 0.5%
3,613,380
+30,592
50
$215M 0.49%
2,190,354
+133,135
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