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
526
$9.12M 0.02%
26,276
+255
527
$9.1M 0.02%
294,642
-87,606
528
$9.07M 0.02%
120,186
+941
529
$9.06M 0.02%
398,770
-31,916
530
$9.01M 0.02%
89,044
+14,912
531
$9M 0.02%
103,543
+39,449
532
$8.98M 0.02%
46,174
+813
533
$8.91M 0.02%
76,935
+5,111
534
$8.91M 0.02%
207,713
+35,121
535
$8.9M 0.02%
151,848
+7,856
536
$8.88M 0.02%
142,762
-28,931
537
$8.87M 0.02%
370,136
+19,896
538
$8.85M 0.02%
75,977
-3,401
539
$8.74M 0.02%
202,527
+1,781
540
$8.72M 0.02%
56,799
+8,448
541
$8.7M 0.02%
626,083
-326,172
542
$8.7M 0.02%
45,333
+11,616
543
$8.7M 0.02%
110,014
-4,470
544
$8.7M 0.02%
145,662
+31,944
545
$8.67M 0.02%
20,743
+5,658
546
$8.62M 0.02%
107,591
+24,592
547
$8.57M 0.02%
745,481
-74,806
548
$8.52M 0.02%
103,562
-4,390
549
$8.5M 0.02%
42,864
+6,312
550
$8.46M 0.02%
170,092
-16,399
20 21
22
23 24