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
1201
$1.85M ﹤0.01%
78,351
+18,164
1202
$1.85M ﹤0.01%
117,256
-2,794
1203
$1.84M ﹤0.01%
62,843
+10,519
1204
$1.84M ﹤0.01%
31,210
-3,865
1205
$1.84M ﹤0.01%
39,474
+599
1206
$1.83M ﹤0.01%
52,992
-7,929
1207
$1.83M ﹤0.01%
82,419
+25,517
1208
$1.82M ﹤0.01%
26,218
+1,506
1209
$1.82M ﹤0.01%
52,159
-12,776
1210
$1.82M ﹤0.01%
+11,718
1211
$1.82M ﹤0.01%
297,238
+26,679
1212
$1.82M ﹤0.01%
34,452
+3,614
1213
$1.82M ﹤0.01%
132,094
-23,343
1214
$1.81M ﹤0.01%
21,150
-24,106
1215
$1.81M ﹤0.01%
36,152
-1,518
1216
$1.81M ﹤0.01%
81,506
+10,710
1217
$1.8M ﹤0.01%
43,428
+19,576
1218
$1.8M ﹤0.01%
76,868
-39,856
1219
$1.8M ﹤0.01%
60,250
+33,348
1220
$1.79M ﹤0.01%
30,884
+17,928
1221
$1.79M ﹤0.01%
20,748
-12,239
1222
$1.79M ﹤0.01%
14,465
-1,364
1223
$1.78M ﹤0.01%
40,408
+7,423
1224
$1.78M ﹤0.01%
131,470
-33,346
1225
$1.77M ﹤0.01%
80,512
+23,850
47 48
49
50 51