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
676
$5.84M 0.01%
107,867
+20,771
677
$5.84M 0.01%
143,872
+17,674
678
$5.82M 0.01%
556,940
+75,900
679
$5.76M 0.01%
166,146
+2,609
680
$5.75M 0.01%
226,531
+2,069
681
$5.74M 0.01%
163,235
-24,747
682
$5.71M 0.01%
383,010
+17,436
683
$5.7M 0.01%
114,900
+29,131
684
$5.68M 0.01%
374,380
-71,792
685
$5.68M 0.01%
12,596
+1,377
686
$5.67M 0.01%
91,341
-121,581
687
$5.64M 0.01%
19,789
+2,288
688
$5.61M 0.01%
35,970
+346
689
$5.6M 0.01%
188,355
-25,261
690
$5.58M 0.01%
96,679
+52,188
691
$5.58M 0.01%
203,991
+183,528
692
$5.57M 0.01%
118,696
+16,662
693
$5.5M 0.01%
124,494
+80,118
694
$5.49M 0.01%
212,926
+108,613
695
$5.46M 0.01%
71,806
+3
696
$5.45M 0.01%
44,444
+110
697
$5.45M 0.01%
302,423
+107,292
698
$5.43M 0.01%
177,874
+24,208
699
$5.41M 0.01%
128,047
-2,849,920
700
$5.39M 0.01%
98,058
+7,318
26 27
28
29 30