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
$38.8B
AUM Growth
+$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,152
New
Increased
Reduced
Closed

Top Buys

1
+$528M
2
+$85.8M
3
+$61M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$50.5M
5
CCL icon
Carnival Corp
CCL
+$47.6M

Top Sells

1
+$68.9M
2
+$61.9M
3
+$41.7M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$35.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$34.7M

Sector Composition

1 Technology 13.51%
2 Healthcare 10.74%
3 Financials 10.49%
4 Industrials 8.56%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5.49M 0.01%
323,683
+308,223
827
$5.48M 0.01%
38,404
+1,506
828
$5.47M 0.01%
169,302
+4,251
829
$5.43M 0.01%
469,623
+21,219
830
$5.42M 0.01%
382,397
+34,461
831
$5.42M 0.01%
41,741
-425
832
$5.41M 0.01%
218,068
+141,343
833
$5.4M 0.01%
259,568
+35,404
834
$5.39M 0.01%
196,598
-6,668
835
$5.39M 0.01%
120,861
+14,598
836
$5.35M 0.01%
90,319
+4,939
837
$5.33M 0.01%
964,306
-22,962
838
$5.33M 0.01%
65,054
-1,154
839
$5.32M 0.01%
37,433
+11,952
840
$5.3M 0.01%
426,023
-17,586
841
$5.26M 0.01%
230,666
+28,637
842
$5.25M 0.01%
112,218
-3,754
843
$5.24M 0.01%
117,033
-8,089
844
$5.23M 0.01%
62,999
+3,105
845
$5.23M 0.01%
144,561
-996
846
$5.21M 0.01%
112,083
-27,023
847
$5.21M 0.01%
142,645
+77,166
848
$5.16M 0.01%
38,329
-257
849
$5.15M 0.01%
158,021
+1,512
850
$5.13M 0.01%
95,538
+36,098
32 33
34
35 36