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
1151
$2.02M ﹤0.01%
30,920
-5,663
1152
$2.02M ﹤0.01%
164,619
-17,002
1153
$2.01M ﹤0.01%
144,988
+8,060
1154
$2.01M ﹤0.01%
123,200
+200
1155
$2M ﹤0.01%
89,119
-2,710
1156
$2M ﹤0.01%
72,373
+1,031
1157
$2M ﹤0.01%
33,558
-43,306
1158
$2M ﹤0.01%
268,857
-213,187
1159
$2M ﹤0.01%
19,807
+6,572
1160
$2M ﹤0.01%
105,423
-16,098
1161
$1.99M ﹤0.01%
111,407
+53,676
1162
$1.99M ﹤0.01%
13,442
+7,116
1163
$1.98M ﹤0.01%
13,977
+6,351
1164
$1.98M ﹤0.01%
84,599
-7,818
1165
$1.98M ﹤0.01%
44,875
+21,299
1166
$1.97M ﹤0.01%
7,629
-617
1167
$1.97M ﹤0.01%
71,340
-13,673
1168
$1.96M ﹤0.01%
45,001
+728
1169
$1.96M ﹤0.01%
20,134
+407
1170
$1.95M ﹤0.01%
67,583
+2,118
1171
$1.95M ﹤0.01%
158,001
-4,422
1172
$1.94M ﹤0.01%
30,891
+429
1173
$1.93M ﹤0.01%
18,588
-4,418
1174
$1.93M ﹤0.01%
218,586
-324,987
1175
$1.93M ﹤0.01%
37,643
+5,548
45 46
47
48 49