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
$38.8B
AUM Growth
+$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,152
New
Increased
Reduced
Closed

Top Buys

1
+$528M
2
+$85.8M
3
+$61M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$50.5M
5
CCL icon
Carnival Corp
CCL
+$47.6M

Top Sells

1
+$68.9M
2
+$61.9M
3
+$41.7M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$35.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$34.7M

Sector Composition

1 Technology 13.51%
2 Healthcare 10.74%
3 Financials 10.49%
4 Industrials 8.56%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2.48M 0.01%
61,597
+50,560
1202
$2.48M 0.01%
126,960
+23,377
1203
$2.47M 0.01%
23,958
+486
1204
$2.47M 0.01%
36,567
+3,001
1205
$2.47M 0.01%
48,992
+2,171
1206
$2.46M 0.01%
34,419
-2,580
1207
$2.46M 0.01%
+171,790
1208
$2.46M 0.01%
+207,846
1209
$2.46M 0.01%
+61,366
1210
$2.46M 0.01%
27,031
-948
1211
$2.45M 0.01%
37,847
+3,996
1212
$2.44M 0.01%
+67,123
1213
$2.44M 0.01%
74,516
+51,547
1214
$2.43M 0.01%
+81,244
1215
$2.43M 0.01%
54,059
+31,759
1216
$2.43M 0.01%
42,367
-121,666
1217
$2.42M 0.01%
97,349
+73,537
1218
$2.41M 0.01%
+88,828
1219
$2.41M 0.01%
78,383
+18,508
1220
$2.4M 0.01%
148,218
-4,904
1221
$2.4M 0.01%
300,623
-69,442
1222
$2.4M 0.01%
19,737
-2,101
1223
$2.39M 0.01%
+66,605
1224
$2.39M 0.01%
172,033
-87,727
1225
$2.38M 0.01%
146,243
+73,051
47 48
49
50 51