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
901
$4.46M 0.01%
54,128
+881
902
$4.45M 0.01%
124,381
903
$4.45M 0.01%
151,785
-7,862
904
$4.45M 0.01%
292,465
+44,703
905
$4.44M 0.01%
36,500
+2,726
906
$4.44M 0.01%
35,155
+5,507
907
$4.43M 0.01%
122,432
+675
908
$4.42M 0.01%
85,778
+49,096
909
$4.42M 0.01%
413,055
+3,418
910
$4.42M 0.01%
177,283
+10,372
911
$4.42M 0.01%
159,693
+4,733
912
$4.42M 0.01%
441,095
+39,685
913
$4.39M 0.01%
110,587
+2,127
914
$4.36M 0.01%
53,566
-14,034
915
$4.32M 0.01%
107,066
+87,391
916
$4.32M 0.01%
167,298
+32,529
917
$4.32M 0.01%
43,990
+13,532
918
$4.29M 0.01%
383,549
-180,927
919
$4.28M 0.01%
15,548
-1,742
920
$4.26M 0.01%
223,356
-15,719
921
$4.26M 0.01%
148,395
+22,075
922
$4.25M 0.01%
283,082
+9,868
923
$4.23M 0.01%
109,017
+9,211
924
$4.23M 0.01%
63,813
-105,512
925
$4.23M 0.01%
107,302
-113
35 36
37
38 39