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
1051
$2.44M 0.01%
52,944
+7,630
1052
$2.42M 0.01%
31,097
+2,446
1053
$2.42M 0.01%
41,218
+12,796
1054
$2.4M 0.01%
35,707
+3,164
1055
$2.4M 0.01%
143,948
+41,036
1056
$2.4M 0.01%
241,189
-70,088
1057
$2.39M 0.01%
60,564
+16,490
1058
$2.39M 0.01%
84,434
-743
1059
$2.39M 0.01%
152,762
+40,771
1060
$2.39M 0.01%
29,629
+8,735
1061
$2.39M 0.01%
281,138
-2,400
1062
$2.39M 0.01%
193,690
-54,915
1063
$2.38M 0.01%
+218,447
1064
$2.38M 0.01%
21,245
-1,044
1065
$2.38M 0.01%
61,228
+2,718
1066
$2.35M 0.01%
5,216
+1,094
1067
$2.35M 0.01%
+31,311
1068
$2.35M 0.01%
98,760
-2,476
1069
$2.34M 0.01%
87,399
-3,512
1070
$2.34M 0.01%
565,020
+300
1071
$2.33M 0.01%
248,005
+13,652
1072
$2.33M 0.01%
23,675
+16,223
1073
$2.33M 0.01%
47,275
+2,100
1074
$2.32M 0.01%
51,937
+14,298
1075
$2.32M 0.01%
107,290
+122
41 42
43
44 45