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
876
$3.6M 0.01%
53,489
+805
877
$3.59M 0.01%
101,270
+4,045
878
$3.57M 0.01%
29,446
+1,384
879
$3.57M 0.01%
169,650
+14,350
880
$3.56M 0.01%
48,640
+33,872
881
$3.56M 0.01%
95,216
+31,328
882
$3.55M 0.01%
46,853
+4,978
883
$3.54M 0.01%
56,600
-3,710
884
$3.53M 0.01%
14,016
-110
885
$3.52M 0.01%
371,373
+6,114
886
$3.51M 0.01%
195,992
+30
887
$3.5M 0.01%
148,714
+20,955
888
$3.5M 0.01%
324,760
+65,489
889
$3.5M 0.01%
56,020
-7,161
890
$3.49M 0.01%
21,510
-773
891
$3.48M 0.01%
196,305
+128,485
892
$3.48M 0.01%
127,809
-31,185
893
$3.48M 0.01%
504,235
+62,413
894
$3.48M 0.01%
124,611
-9,502
895
$3.46M 0.01%
290,437
+5,606
896
$3.46M 0.01%
114,534
-4,639
897
$3.43M 0.01%
90,825
-24,059
898
$3.42M 0.01%
136,594
-10,362
899
$3.42M 0.01%
27,927
+1,479
900
$3.41M 0.01%
76,533
+10,180
34 35
36
37 38