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
51
$214M 0.49%
1,073,324
+61,113
52
$211M 0.49%
1,416,562
+77,541
53
$210M 0.48%
3,017,637
-134,910
54
$208M 0.48%
1,086,205
-13,987
55
$206M 0.47%
9,003,637
+369,747
56
$202M 0.46%
2,204,318
+144,113
57
$201M 0.46%
2,256,191
+61,484
58
$194M 0.45%
20,461,560
+203,560
59
$192M 0.44%
1,811,730
+184,206
60
$187M 0.43%
1,691,349
-127,638
61
$187M 0.43%
632,725
+15,441
62
$184M 0.42%
1,700,198
-788,894
63
$182M 0.42%
2,491,086
-347,460
64
$180M 0.41%
4,025,841
-109,165
65
$178M 0.41%
1,598,150
+40,217
66
$178M 0.41%
1,274,194
+80,737
67
$177M 0.41%
1,372,993
-6,097
68
$170M 0.39%
1,017,861
-25,991
69
$169M 0.39%
2,040,034
+1,139,986
70
$168M 0.39%
713,723
+43,988
71
$163M 0.37%
1,036,942
-10,248
72
$160M 0.37%
1,389,064
+33,340
73
$160M 0.37%
1,356,106
+135,560
74
$159M 0.37%
844,287
+4,214
75
$154M 0.35%
1,262,682
-216,818
1 2
3
4 5