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
626
$6.81M 0.02%
75,366
+16,011
627
$6.8M 0.02%
91,655
+1,821
628
$6.8M 0.02%
199,137
-5,156
629
$6.78M 0.02%
36,136
-1,068
630
$6.78M 0.02%
76,149
-22,046
631
$6.78M 0.02%
156,897
-2,844
632
$6.77M 0.02%
143,778
+14,212
633
$6.76M 0.02%
64,925
+18,204
634
$6.76M 0.02%
63,770
+4,217
635
$6.75M 0.02%
266,588
+6,747
636
$6.75M 0.02%
260,587
+65,985
637
$6.73M 0.02%
5,015
+123
638
$6.73M 0.02%
101,190
-1,076
639
$6.65M 0.02%
76,445
+1,794
640
$6.64M 0.02%
169,276
-34,431
641
$6.62M 0.02%
298,701
+117,102
642
$6.61M 0.02%
64,687
+3,045
643
$6.61M 0.02%
159,522
-1,507
644
$6.6M 0.02%
314,412
+14,633
645
$6.58M 0.02%
105,382
-12,532
646
$6.58M 0.02%
229,142
+165,987
647
$6.57M 0.02%
38,673
-9,800
648
$6.51M 0.02%
80,212
-2,694
649
$6.5M 0.01%
65,255
-7,306
650
$6.48M 0.01%
306,917
+114,316
24 25
26
27 28