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
651
$6.41M 0.01%
65,625
-46,088
652
$6.39M 0.01%
68,988
+3,453
653
$6.38M 0.01%
243,275
+11,457
654
$6.35M 0.01%
37,928
-1,967
655
$6.32M 0.01%
317,118
+8,373
656
$6.3M 0.01%
70,361
+535
657
$6.28M 0.01%
96,556
+44,104
658
$6.27M 0.01%
125,839
+36,562
659
$6.25M 0.01%
98,218
-36,537
660
$6.2M 0.01%
106,104
+5,317
661
$6.18M 0.01%
136,599
+21,772
662
$6.13M 0.01%
49,422
-3,413
663
$6.12M 0.01%
257,160
-62,490
664
$6.12M 0.01%
181,761
-17,892
665
$6.05M 0.01%
159,258
-14,003
666
$6.04M 0.01%
228,964
+912
667
$6M 0.01%
93,593
+11,358
668
$5.97M 0.01%
103,469
-4,794
669
$5.97M 0.01%
82,337
+1,952
670
$5.96M 0.01%
34,691
-5,117
671
$5.91M 0.01%
54,137
+3,399
672
$5.91M 0.01%
339,922
+7,292
673
$5.9M 0.01%
107,513
+94,970
674
$5.89M 0.01%
247,591
+92,259
675
$5.89M 0.01%
108,032
+4,764
25 26
27
28 29