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
1026
$2.56M 0.01%
36,565
+3,461
1027
$2.56M 0.01%
160,746
-13,567
1028
$2.55M 0.01%
70,440
-160,516
1029
$2.55M 0.01%
92,306
+7,574
1030
$2.55M 0.01%
+28,337
1031
$2.55M 0.01%
34,145
+1,313
1032
$2.54M 0.01%
24,477
-556
1033
$2.54M 0.01%
43,108
+10,638
1034
$2.54M 0.01%
236,259
-380,954
1035
$2.54M 0.01%
+102,109
1036
$2.54M 0.01%
52,817
+18,461
1037
$2.53M 0.01%
47,655
+4
1038
$2.53M 0.01%
144,969
+20,313
1039
$2.52M 0.01%
34,275
+185
1040
$2.5M 0.01%
27,015
+6,515
1041
$2.49M 0.01%
96,685
-20,985
1042
$2.48M 0.01%
116,068
+704
1043
$2.48M 0.01%
81,866
-9,789
1044
$2.47M 0.01%
172,399
-3,081
1045
$2.47M 0.01%
134,746
-204,894
1046
$2.46M 0.01%
50,382
-86,718
1047
$2.45M 0.01%
91,942
+4,052
1048
$2.45M 0.01%
14,340
+2,955
1049
$2.45M 0.01%
116,678
-208,633
1050
$2.44M 0.01%
43,424
-1,928
40 41
42
43 44