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
551
$8.42M 0.02%
132,549
+4,467
552
$8.39M 0.02%
607,065
-82,865
553
$8.36M 0.02%
5,246
-7,559
554
$8.33M 0.02%
244,676
-24,973
555
$8.3M 0.02%
165,996
+32,453
556
$8.29M 0.02%
106,434
+33,545
557
$8.24M 0.02%
204,920
+10,044
558
$8.21M 0.02%
737,957
+53,920
559
$8.19M 0.02%
163,968
-22,177
560
$8.15M 0.02%
422,933
+28,945
561
$8.15M 0.02%
48,393
-5,303
562
$8.15M 0.02%
10,119
+643
563
$8.14M 0.02%
26,175
-221
564
$8.13M 0.02%
115,370
-7,178
565
$8.12M 0.02%
379,724
+30,753
566
$8.1M 0.02%
160,056
-154,252
567
$8.03M 0.02%
211,980
-5,925
568
$8M 0.02%
336,605
-5,576
569
$7.99M 0.02%
109,118
-12,651
570
$7.9M 0.02%
559,599
+46,869
571
$7.82M 0.02%
675,738
+79,787
572
$7.8M 0.02%
17,655
+2,383
573
$7.79M 0.02%
33,437
+7,897
574
$7.79M 0.02%
190,997
+4,006
575
$7.78M 0.02%
52,215
-9,079
21 22
23
24 25