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
1126
$2.1M ﹤0.01%
55,656
-761
1127
$2.1M ﹤0.01%
79,981
+7,173
1128
$2.09M ﹤0.01%
72,972
+17,580
1129
$2.08M ﹤0.01%
218,267
+44,306
1130
$2.08M ﹤0.01%
70,400
-2,787
1131
$2.07M ﹤0.01%
13,508
-1,602
1132
$2.07M ﹤0.01%
45,810
+19,856
1133
$2.06M ﹤0.01%
144,555
-12,295
1134
$2.06M ﹤0.01%
117,582
-64,824
1135
$2.06M ﹤0.01%
50,672
+35,088
1136
$2.06M ﹤0.01%
72,774
-3,794
1137
$2.05M ﹤0.01%
83,012
-18,255
1138
$2.05M ﹤0.01%
27,797
-2,090
1139
$2.05M ﹤0.01%
36,777
+29
1140
$2.04M ﹤0.01%
49,303
-8,659
1141
$2.04M ﹤0.01%
17,942
+2,590
1142
$2.04M ﹤0.01%
95,633
-125,457
1143
$2.04M ﹤0.01%
125,318
+63,476
1144
$2.03M ﹤0.01%
45,248
+2,066
1145
$2.03M ﹤0.01%
42,523
-1,540
1146
$2.03M ﹤0.01%
113,087
-20,753
1147
$2.03M ﹤0.01%
56,527
+13,181
1148
$2.03M ﹤0.01%
20,363
-2,430
1149
$2.02M ﹤0.01%
17,742
+352
1150
$2.02M ﹤0.01%
183,696
-5,014
44 45
46
47 48