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
976
$2.84M 0.01%
79,116
-7,000
977
$2.84M 0.01%
78,150
+31,700
978
$2.84M 0.01%
63,746
-5,187
979
$2.83M 0.01%
216,032
-130,576
980
$2.83M 0.01%
79,630
+44,487
981
$2.83M 0.01%
47,711
-46,188
982
$2.82M 0.01%
80,343
+49,696
983
$2.81M 0.01%
42,548
-612
984
$2.8M 0.01%
85,560
-2,580
985
$2.8M 0.01%
+227,490
986
$2.8M 0.01%
116,115
-14,351
987
$2.79M 0.01%
53,463
+30,156
988
$2.79M 0.01%
23,473
+339
989
$2.78M 0.01%
72,372
-2,574
990
$2.78M 0.01%
96,075
+3,941
991
$2.77M 0.01%
23,590
-8,840
992
$2.76M 0.01%
27,274
-40
993
$2.76M 0.01%
24,955
+3,436
994
$2.76M 0.01%
26,372
-5,215
995
$2.75M 0.01%
34,724
+2,755
996
$2.75M 0.01%
287,251
-246,623
997
$2.75M 0.01%
12,221
-455
998
$2.75M 0.01%
57,510
+47,144
999
$2.75M 0.01%
58,615
-7,433
1000
$2.74M 0.01%
54,373
-21,798
38 39
40
41 42