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
801
$4.2M 0.01%
250,481
+2,332
802
$4.2M 0.01%
357,992
-12,806
803
$4.19M 0.01%
131,814
-80,635
804
$4.18M 0.01%
72,535
+63,435
805
$4.14M 0.01%
72,134
+1,710
806
$4.13M 0.01%
125,317
-41,730
807
$4.07M 0.01%
220,995
-4,534
808
$4.07M 0.01%
19,695
-5,906
809
$4.07M 0.01%
48,190
+12
810
$4.06M 0.01%
99,464
+6,795
811
$4.05M 0.01%
67,877
+24,178
812
$4.05M 0.01%
216,310
+11,625
813
$4.03M 0.01%
84,522
+80,185
814
$4.03M 0.01%
60,869
+40,191
815
$4.03M 0.01%
68,008
-3,548
816
$3.98M 0.01%
+195,814
817
$3.97M 0.01%
89,820
-15,202
818
$3.96M 0.01%
87,873
-17,555
819
$3.96M 0.01%
69,989
+5,457
820
$3.96M 0.01%
352,564
+21,720
821
$3.96M 0.01%
229,868
+19,846
822
$3.96M 0.01%
42,242
+37,358
823
$3.96M 0.01%
35,424
+5,104
824
$3.95M 0.01%
280,472
-4,531
825
$3.94M 0.01%
174,806
+17,715
31 32
33
34 35