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
776
$4.42M 0.01%
20,162
-13,532
777
$4.42M 0.01%
67,688
-16,135
778
$4.41M 0.01%
338,762
+9,165
779
$4.41M 0.01%
88,283
-342
780
$4.37M 0.01%
60,496
+55,073
781
$4.37M 0.01%
36,067
+1,111
782
$4.37M 0.01%
98,024
-1,226
783
$4.36M 0.01%
22,137
-5,222
784
$4.36M 0.01%
112,310
+18,488
785
$4.35M 0.01%
52,838
+4,776
786
$4.34M 0.01%
106,380
+61,092
787
$4.34M 0.01%
75,339
-2,852
788
$4.33M 0.01%
39,097
+6,873
789
$4.32M 0.01%
2,085,864
+99,440
790
$4.3M 0.01%
91,715
-19,360
791
$4.29M 0.01%
24,152
-377
792
$4.29M 0.01%
60,478
-3,322
793
$4.29M 0.01%
100,340
-31,933
794
$4.28M 0.01%
78,240
+16,356
795
$4.26M 0.01%
15,512
-666
796
$4.25M 0.01%
4,189
-431
797
$4.24M 0.01%
258,010
-131,456
798
$4.22M 0.01%
107,490
+40,098
799
$4.22M 0.01%
321,884
+100
800
$4.21M 0.01%
109,217
+2,862
30 31
32
33 34