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
901
$3.4M 0.01%
42,013
+36,939
902
$3.4M 0.01%
255,945
-37,098
903
$3.4M 0.01%
+46,009
904
$3.39M 0.01%
155,323
+10,458
905
$3.37M 0.01%
130,601
-346,583
906
$3.36M 0.01%
61,016
-42,516
907
$3.35M 0.01%
134,587
-2,763
908
$3.35M 0.01%
35,606
+244
909
$3.35M 0.01%
182,999
-43,064
910
$3.34M 0.01%
289,316
-33,980
911
$3.34M 0.01%
190,457
+22,730
912
$3.33M 0.01%
136,793
+9,727
913
$3.32M 0.01%
287,065
-53,172
914
$3.31M 0.01%
43,202
-5,124
915
$3.3M 0.01%
94,822
+25,951
916
$3.29M 0.01%
16,610
+56
917
$3.29M 0.01%
304,832
+8,697
918
$3.28M 0.01%
37,625
-5,282
919
$3.27M 0.01%
64,926
-39,587
920
$3.26M 0.01%
48,860
+3,975
921
$3.26M 0.01%
37,200
-13,204
922
$3.25M 0.01%
77,868
+4,329
923
$3.22M 0.01%
190,689
+1,582
924
$3.2M 0.01%
111,006
-15,205
925
$3.2M 0.01%
194,624
+92,285
35 36
37
38 39