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
1076
$2.32M 0.01%
49,818
+14,292
1077
$2.31M 0.01%
36,335
-5,845
1078
$2.31M 0.01%
159,926
-12,719
1079
$2.3M 0.01%
181,328
+95,252
1080
$2.3M 0.01%
360,549
+279,115
1081
$2.29M 0.01%
60,142
+22,525
1082
$2.29M 0.01%
30,526
-59,066
1083
$2.29M 0.01%
10,034
+2,229
1084
$2.29M 0.01%
92,500
+1,264
1085
$2.29M 0.01%
46,897
+6,090
1086
$2.27M 0.01%
121,778
-51,722
1087
$2.27M 0.01%
23,686
+11,969
1088
$2.27M 0.01%
182,415
-21,239
1089
$2.27M 0.01%
16,222
-4,771
1090
$2.26M 0.01%
241,312
+135,246
1091
$2.26M 0.01%
63,863
+13,264
1092
$2.26M 0.01%
77,470
+60,861
1093
$2.25M 0.01%
78,539
-60
1094
$2.25M 0.01%
239,156
-6,133
1095
$2.25M 0.01%
103,382
+91,469
1096
$2.25M 0.01%
41,871
-2,569
1097
$2.24M 0.01%
42,618
+6,356
1098
$2.23M 0.01%
374,040
-34,868
1099
$2.23M 0.01%
84,576
+8,005
1100
$2.23M 0.01%
61,680
-20,190
42 43
44
45 46