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
701
$5.36M 0.01%
116,873
-48,831
702
$5.34M 0.01%
65,710
+19,076
703
$5.33M 0.01%
+474,557
704
$5.32M 0.01%
68,932
-27,737
705
$5.3M 0.01%
128,103
-88,613
706
$5.28M 0.01%
23,024
-230
707
$5.27M 0.01%
104,694
+3,804
708
$5.25M 0.01%
42,241
+48
709
$5.25M 0.01%
100,471
+4,345
710
$5.24M 0.01%
34,949
+3,380
711
$5.18M 0.01%
494,704
+15,505
712
$5.18M 0.01%
80,857
-563
713
$5.17M 0.01%
196,551
+526
714
$5.16M 0.01%
193,652
+536
715
$5.15M 0.01%
94,579
+70,015
716
$5.14M 0.01%
410,219
+133,713
717
$5.14M 0.01%
39,676
-432
718
$5.08M 0.01%
68,061
-16,753
719
$5.07M 0.01%
236,379
+11,978
720
$5.06M 0.01%
185,991
+3,562
721
$5.06M 0.01%
331,061
+30,340
722
$5.05M 0.01%
157,412
+129,249
723
$5.05M 0.01%
160,018
-67,996
724
$5.02M 0.01%
65,571
-11,742
725
$5M 0.01%
141,725
-8,689
27 28
29
30 31