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
1001
$2.74M 0.01%
75,650
+2,585
1002
$2.73M 0.01%
130,546
+81,230
1003
$2.73M 0.01%
19,333
+1,935
1004
$2.72M 0.01%
25,466
+3,469
1005
$2.72M 0.01%
107,420
-21,411
1006
$2.72M 0.01%
25,567
-7,477
1007
$2.71M 0.01%
187,357
+42,619
1008
$2.71M 0.01%
29,730
-1,640
1009
$2.71M 0.01%
+17,483
1010
$2.7M 0.01%
27,334
-6,778
1011
$2.7M 0.01%
40,195
-2,401
1012
$2.68M 0.01%
109,721
+4,331
1013
$2.68M 0.01%
80,879
-31,151
1014
$2.67M 0.01%
27,205
+14,618
1015
$2.67M 0.01%
45,410
-9,001
1016
$2.67M 0.01%
98,482
+20,771
1017
$2.66M 0.01%
131,320
+4,985
1018
$2.66M 0.01%
+46,269
1019
$2.65M 0.01%
23,891
-2,260
1020
$2.63M 0.01%
89,001
+37,736
1021
$2.63M 0.01%
131,550
1022
$2.62M 0.01%
56,177
+22,062
1023
$2.61M 0.01%
43,085
+5,883
1024
$2.61M 0.01%
43,981
-40,511
1025
$2.6M 0.01%
73,660
-6,524
39 40
41
42 43