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
951
$2.98M 0.01%
18,261
+10,536
952
$2.98M 0.01%
+2,560
953
$2.97M 0.01%
69,952
+615
954
$2.97M 0.01%
43,352
-4,258
955
$2.97M 0.01%
17,019
+1,292
956
$2.95M 0.01%
12,455
+1,928
957
$2.95M 0.01%
140,664
-17,822
958
$2.94M 0.01%
45,914
-3,100
959
$2.93M 0.01%
80,623
+15,533
960
$2.93M 0.01%
225,707
-12,613
961
$2.92M 0.01%
118,344
+5,836
962
$2.92M 0.01%
75,770
+13,045
963
$2.92M 0.01%
24,410
+5,147
964
$2.92M 0.01%
79,554
-35,976
965
$2.91M 0.01%
220,746
-2,466
966
$2.91M 0.01%
27,391
+9,333
967
$2.89M 0.01%
117,448
-2,674
968
$2.89M 0.01%
92,257
-9,195
969
$2.89M 0.01%
61,936
-4,594
970
$2.89M 0.01%
65,137
-17,419
971
$2.89M 0.01%
74,615
+5,302
972
$2.88M 0.01%
223,119
+65,778
973
$2.88M 0.01%
28,210
+4,821
974
$2.84M 0.01%
18,382
+487
975
$2.84M 0.01%
23,297
+3,610
37 38
39
40 41