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
601
$7.28M 0.02%
75,377
+2,667
602
$7.28M 0.02%
317,412
+2,972
603
$7.2M 0.02%
50,329
-44,087
604
$7.2M 0.02%
210,550
-167,747
605
$7.17M 0.02%
56,850
-1,071
606
$7.17M 0.02%
167,209
-30,166
607
$7.16M 0.02%
140,574
+8,603
608
$7.15M 0.02%
82,230
+145
609
$7.12M 0.02%
7,711
+315
610
$7.09M 0.02%
155,620
-68,723
611
$7.09M 0.02%
227,964
+189,742
612
$7.06M 0.02%
265,643
-172
613
$7.02M 0.02%
141,081
-17,167
614
$7.01M 0.02%
96,429
-5,382
615
$7.01M 0.02%
151,097
+140,070
616
$6.99M 0.02%
95,337
+54,786
617
$6.98M 0.02%
260,610
-46,274
618
$6.96M 0.02%
111,265
+5,014
619
$6.94M 0.02%
76,902
+10,107
620
$6.93M 0.02%
99,507
-45,516
621
$6.89M 0.02%
103,901
-621
622
$6.84M 0.02%
71,355
-15,909
623
$6.83M 0.02%
253,351
+34,495
624
$6.82M 0.02%
240,658
-10,338
625
$6.82M 0.02%
1,120,906
-238,090
23 24
25
26 27