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
826
$3.94M 0.01%
166,133
-45,948
827
$3.93M 0.01%
69,748
-8,092
828
$3.91M 0.01%
125,522
+771
829
$3.89M 0.01%
95,493
+82,953
830
$3.88M 0.01%
251,959
+44,047
831
$3.86M 0.01%
84,872
+11,732
832
$3.85M 0.01%
250,772
-239,468
833
$3.85M 0.01%
88,752
+32,796
834
$3.85M 0.01%
228,567
-10,248
835
$3.83M 0.01%
264,280
+69,529
836
$3.82M 0.01%
122,723
+38,565
837
$3.82M 0.01%
47,092
-1,469
838
$3.81M 0.01%
50,811
+4,484
839
$3.81M 0.01%
25,906
-9,542
840
$3.79M 0.01%
34,152
+28,086
841
$3.78M 0.01%
51,719
-3,017
842
$3.78M 0.01%
28,997
-191
843
$3.77M 0.01%
+65,963
844
$3.76M 0.01%
+41,648
845
$3.75M 0.01%
42,408
+4,577
846
$3.75M 0.01%
93,871
-4,006
847
$3.75M 0.01%
63,481
-7,129
848
$3.74M 0.01%
33,254
+4,692
849
$3.74M 0.01%
61,666
-7,533
850
$3.73M 0.01%
98,277
+869
32 33
34
35 36