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
751
$4.68M 0.01%
71,112
+12,879
752
$4.67M 0.01%
38,909
+23,114
753
$4.66M 0.01%
88,203
-2,565
754
$4.64M 0.01%
381,257
+53,719
755
$4.63M 0.01%
390,301
+48,869
756
$4.62M 0.01%
228,948
+69,833
757
$4.61M 0.01%
38,947
-13,323
758
$4.61M 0.01%
120,541
+74,307
759
$4.6M 0.01%
50,779
+3,704
760
$4.59M 0.01%
115,395
+62,265
761
$4.59M 0.01%
389,803
+2,539
762
$4.59M 0.01%
119,595
+31,848
763
$4.59M 0.01%
109,468
-1,344
764
$4.58M 0.01%
50,019
-1,061
765
$4.55M 0.01%
71,523
-4,616
766
$4.54M 0.01%
137,756
-103,059
767
$4.52M 0.01%
4,003
-550
768
$4.5M 0.01%
80,957
+7,755
769
$4.5M 0.01%
60,458
+15,995
770
$4.5M 0.01%
89,662
+19,595
771
$4.49M 0.01%
88,976
-3,072
772
$4.47M 0.01%
196,691
+2,840
773
$4.46M 0.01%
108,554
+27,350
774
$4.46M 0.01%
83,086
-145,053
775
$4.44M 0.01%
364,521
+39,518
29 30
31
32 33