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
501
$10.1M 0.02%
127,286
-338
502
$10M 0.02%
303,982
+99,151
503
$10M 0.02%
148,979
+3,119
504
$10M 0.02%
260,513
-16,185
505
$9.96M 0.02%
322,995
+5,658
506
$9.96M 0.02%
310,263
-43,931
507
$9.95M 0.02%
192,338
-315,070
508
$9.95M 0.02%
116,760
-10,030
509
$9.92M 0.02%
66,128
+8,161
510
$9.9M 0.02%
101,369
-5,185
511
$9.84M 0.02%
1,088,488
-69,805
512
$9.81M 0.02%
56,262
+5,115
513
$9.73M 0.02%
2,042,099
-49,170
514
$9.66M 0.02%
116,488
-1,195
515
$9.61M 0.02%
211,695
-27,796
516
$9.51M 0.02%
262,122
-55,079
517
$9.45M 0.02%
925,783
-96,393
518
$9.38M 0.02%
125,971
+28,139
519
$9.32M 0.02%
28,383
+1,924
520
$9.29M 0.02%
43,125
-4,252
521
$9.2M 0.02%
147,016
+12,035
522
$9.2M 0.02%
323,263
+259,247
523
$9.16M 0.02%
119,721
-14,142
524
$9.14M 0.02%
239,913
+20,700
525
$9.13M 0.02%
100,990
-139,282
19 20
21
22 23