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
576
$7.74M 0.02%
171,068
-13,006
577
$7.73M 0.02%
76,704
+15,401
578
$7.7M 0.02%
46,365
+39,606
579
$7.68M 0.02%
51,946
-18,072
580
$7.67M 0.02%
476,812
+9,134
581
$7.66M 0.02%
106,522
-519
582
$7.64M 0.02%
141,069
+99,186
583
$7.62M 0.02%
5,873
-327
584
$7.59M 0.02%
52,052
-50,545
585
$7.55M 0.02%
281,748
+147,371
586
$7.55M 0.02%
289,434
-1,653,661
587
$7.54M 0.02%
44,953
+10,979
588
$7.5M 0.02%
76,945
+7,156
589
$7.49M 0.02%
105,688
+10,812
590
$7.49M 0.02%
190,076
+4,116
591
$7.49M 0.02%
291,232
-486
592
$7.47M 0.02%
134,684
-17,230
593
$7.45M 0.02%
137,159
+7,953
594
$7.42M 0.02%
26,790
+6,455
595
$7.42M 0.02%
65,033
+3,229
596
$7.42M 0.02%
95,030
-28,369
597
$7.37M 0.02%
280,829
-7,741
598
$7.36M 0.02%
63,481
+3,407
599
$7.34M 0.02%
67,273
+10,997
600
$7.31M 0.02%
395,104
+6,980
22 23
24
25 26