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
476
$11.2M 0.03%
407,981
+24,632
477
$11.2M 0.03%
58,719
+2,554
478
$11.2M 0.03%
58,848
+5,589
479
$11.1M 0.03%
155,031
-35,542
480
$11M 0.03%
156,526
-60,752
481
$10.8M 0.02%
54,005
+78
482
$10.8M 0.02%
381,117
+30,942
483
$10.7M 0.02%
305,140
-30,384
484
$10.7M 0.02%
21,384
-4,086
485
$10.7M 0.02%
35,805
+9,688
486
$10.6M 0.02%
317,144
-25,506
487
$10.6M 0.02%
221,299
+20,021
488
$10.6M 0.02%
126,979
-22,637
489
$10.6M 0.02%
215,227
+110,260
490
$10.5M 0.02%
120,054
+3,410
491
$10.5M 0.02%
91,926
-9,042
492
$10.5M 0.02%
217,858
-6,718
493
$10.4M 0.02%
614,095
+20,224
494
$10.4M 0.02%
608,176
-37,693
495
$10.4M 0.02%
40,963
+7,127
496
$10.3M 0.02%
80,912
+23,115
497
$10.3M 0.02%
53,648
-2,980
498
$10.2M 0.02%
405,072
-10,684
499
$10.2M 0.02%
101,923
+10,327
500
$10.2M 0.02%
180,533
-13,931
18 19
20
21 22