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
726
$4.98M 0.01%
142,036
-2,859
727
$4.98M 0.01%
60,234
+1,944
728
$4.97M 0.01%
121,148
-76,260
729
$4.95M 0.01%
149,479
-27,376
730
$4.94M 0.01%
330,295
-65,261
731
$4.92M 0.01%
32,900
+3,964
732
$4.92M 0.01%
279,518
+1,887
733
$4.91M 0.01%
199,625
+5,330
734
$4.9M 0.01%
58,434
+1,323
735
$4.89M 0.01%
43,591
-8,893
736
$4.88M 0.01%
25,811
+1,683
737
$4.87M 0.01%
87,558
+43,454
738
$4.87M 0.01%
40,333
+1,511
739
$4.86M 0.01%
165,149
-6,233
740
$4.82M 0.01%
218,574
-28,034
741
$4.82M 0.01%
181,137
-372
742
$4.76M 0.01%
23,997
+1,932
743
$4.76M 0.01%
31,884
+2,090
744
$4.74M 0.01%
218,024
+11,972
745
$4.73M 0.01%
26,272
-3,885
746
$4.72M 0.01%
40,275
+32,147
747
$4.72M 0.01%
47,361
+4,919
748
$4.7M 0.01%
324,584
-5,751
749
$4.69M 0.01%
23,790
+664
750
$4.68M 0.01%
418,344
+296,598
28 29
30
31 32