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
951
$4.01M 0.01%
56,130
-32
952
$4.01M 0.01%
56,632
+15,773
953
$4.01M 0.01%
98,620
+44,510
954
$3.99M 0.01%
+78,421
955
$3.97M 0.01%
157,399
-14,816
956
$3.97M 0.01%
283,198
+67,923
957
$3.96M 0.01%
114,196
-6,257
958
$3.96M 0.01%
421,049
-7,282
959
$3.94M 0.01%
243,798
-20,123
960
$3.92M 0.01%
77,554
+4,890
961
$3.91M 0.01%
40,446
+12,482
962
$3.88M 0.01%
81,228
+6,006
963
$3.86M 0.01%
49,453
+15,146
964
$3.86M 0.01%
144,723
+10,498
965
$3.84M 0.01%
117,434
-28,177
966
$3.84M 0.01%
179,496
-16,270
967
$3.84M 0.01%
18,979
-204
968
$3.83M 0.01%
33,240
-4,619
969
$3.82M 0.01%
273,744
+519
970
$3.82M 0.01%
120,740
+102,002
971
$3.81M 0.01%
105,895
+8,692
972
$3.81M 0.01%
32,243
+7,593
973
$3.8M 0.01%
65,557
+6,884
974
$3.8M 0.01%
114,511
-2,582
975
$3.79M 0.01%
425,016
-9,324
37 38
39
40 41