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
851
$3.73M 0.01%
32,611
+6,144
852
$3.72M 0.01%
19,889
+9,970
853
$3.71M 0.01%
62,900
+43,634
854
$3.71M 0.01%
60,354
-3,180
855
$3.71M 0.01%
48,599
+4,849
856
$3.69M 0.01%
41,327
+14,137
857
$3.69M 0.01%
29,450
-3,215
858
$3.69M 0.01%
37,824
+3,986
859
$3.69M 0.01%
17,819
+457
860
$3.67M 0.01%
+105,572
861
$3.67M 0.01%
204,606
-14,059
862
$3.66M 0.01%
102,398
+38,113
863
$3.66M 0.01%
36,656
+3,665
864
$3.65M 0.01%
149,997
+22,954
865
$3.65M 0.01%
286,516
-45,314
866
$3.64M 0.01%
78,093
-19,070
867
$3.64M 0.01%
35,772
-1,364
868
$3.64M 0.01%
27,335
+4,126
869
$3.63M 0.01%
+187,574
870
$3.63M 0.01%
107,556
+46,224
871
$3.62M 0.01%
257,996
+54,450
872
$3.61M 0.01%
18,528
+10,526
873
$3.6M 0.01%
117,584
-493
874
$3.6M 0.01%
34,603
+10,406
875
$3.6M 0.01%
243,599
+34,252
33 34
35
36 37