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
1176
$1.93M ﹤0.01%
34,396
+11,416
1177
$1.93M ﹤0.01%
72,006
+1,988
1178
$1.92M ﹤0.01%
1,688
-98
1179
$1.92M ﹤0.01%
123,684
+39,143
1180
$1.92M ﹤0.01%
45,588
+5,592
1181
$1.91M ﹤0.01%
17,870
+1,204
1182
$1.91M ﹤0.01%
38,568
-1,099
1183
$1.91M ﹤0.01%
101,596
-8,547
1184
$1.9M ﹤0.01%
19,176
+3,811
1185
$1.9M ﹤0.01%
532,039
-12,937
1186
$1.9M ﹤0.01%
36,145
-3,260
1187
$1.9M ﹤0.01%
152,960
-8,466
1188
$1.89M ﹤0.01%
16,698
-2,162
1189
$1.89M ﹤0.01%
43,887
-7,155
1190
$1.89M ﹤0.01%
283,175
-15,381
1191
$1.88M ﹤0.01%
40,352
+1,119
1192
$1.87M ﹤0.01%
75,550
+58,823
1193
$1.87M ﹤0.01%
17,106
+229
1194
$1.87M ﹤0.01%
109,155
+17,210
1195
$1.87M ﹤0.01%
29,130
+4,753
1196
$1.86M ﹤0.01%
331,058
-2,535
1197
$1.86M ﹤0.01%
28,322
-837
1198
$1.86M ﹤0.01%
61,188
+33,516
1199
$1.86M ﹤0.01%
5,025
-1,047
1200
$1.86M ﹤0.01%
148,308
-27,999
46 47
48
49 50