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
926
$3.2M 0.01%
143,900
+1,630
927
$3.19M 0.01%
61,349
+349
928
$3.19M 0.01%
978
-15
929
$3.17M 0.01%
82,905
-285
930
$3.17M 0.01%
91,347
+47,322
931
$3.16M 0.01%
37,030
-6,985
932
$3.15M 0.01%
56,738
-11,244
933
$3.14M 0.01%
157,760
-4,490
934
$3.13M 0.01%
38,393
+4,048
935
$3.12M 0.01%
7,798
+125
936
$3.1M 0.01%
81,471
+2,122
937
$3.1M 0.01%
51,337
+762
938
$3.09M 0.01%
44,486
+28,252
939
$3.09M 0.01%
112,347
+59,370
940
$3.09M 0.01%
93,376
+4,144
941
$3.08M 0.01%
136,835
-70,976
942
$3.08M 0.01%
17,230
+5,666
943
$3.07M 0.01%
100,569
-19,230
944
$3.07M 0.01%
+86,006
945
$3.06M 0.01%
56,051
-566
946
$3.06M 0.01%
148,944
+76,888
947
$3.02M 0.01%
84,544
+2,356
948
$3.02M 0.01%
408,817
-1,801
949
$3M 0.01%
27,394
+110
950
$2.99M 0.01%
98,282
-3,113
36 37
38
39 40