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
1101
$2.22M 0.01%
43,353
-34,066
1102
$2.22M 0.01%
53,816
-2,705
1103
$2.22M 0.01%
24,304
-4,462
1104
$2.21M 0.01%
133,059
+85,785
1105
$2.19M 0.01%
245,532
+11,474
1106
$2.19M 0.01%
61,889
-123
1107
$2.19M 0.01%
36,369
-45,385
1108
$2.19M 0.01%
93,223
+21,303
1109
$2.19M 0.01%
30,983
-11,484
1110
$2.19M 0.01%
82,754
-2,383
1111
$2.18M 0.01%
166,785
-8,000
1112
$2.18M 0.01%
24,785
-2,310
1113
$2.17M 0.01%
44,998
-1,052
1114
$2.17M 0.01%
27,925
-7,914
1115
$2.16M 0.01%
38,932
-16,608
1116
$2.14M ﹤0.01%
13,012
+3,502
1117
$2.13M ﹤0.01%
94,171
-63,871
1118
$2.13M ﹤0.01%
34,398
+10,648
1119
$2.13M ﹤0.01%
15,875
+12,616
1120
$2.13M ﹤0.01%
73,658
-1,307
1121
$2.12M ﹤0.01%
19,108
-4,244
1122
$2.11M ﹤0.01%
90,548
-9,203
1123
$2.11M ﹤0.01%
68,295
+301
1124
$2.11M ﹤0.01%
478,823
+39,123
1125
$2.11M ﹤0.01%
206,565
-326,606
43 44
45
46 47