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
1226
$1.77M ﹤0.01%
25,865
+133
1227
$1.77M ﹤0.01%
36,469
-7,890
1228
$1.77M ﹤0.01%
59,322
+679
1229
$1.76M ﹤0.01%
54,305
+4,850
1230
$1.75M ﹤0.01%
84,447
+11,490
1231
$1.75M ﹤0.01%
196,105
+27,164
1232
$1.74M ﹤0.01%
80,571
-4,365
1233
$1.74M ﹤0.01%
14,216
+3,483
1234
$1.74M ﹤0.01%
36,263
-6,859
1235
$1.74M ﹤0.01%
43,656
+8,949
1236
$1.74M ﹤0.01%
98,679
-16,048
1237
$1.73M ﹤0.01%
53,172
+927
1238
$1.73M ﹤0.01%
22,580
-1,352
1239
$1.72M ﹤0.01%
73,145
+28,485
1240
$1.71M ﹤0.01%
+142,239
1241
$1.71M ﹤0.01%
32,288
-1,461
1242
$1.71M ﹤0.01%
192,353
-10,691
1243
$1.71M ﹤0.01%
50,215
+29,041
1244
$1.71M ﹤0.01%
9,064
-703
1245
$1.71M ﹤0.01%
84,980
-71,846
1246
$1.7M ﹤0.01%
24,210
+8,547
1247
$1.7M ﹤0.01%
12,186
-2,223
1248
$1.69M ﹤0.01%
165,108
-13,056
1249
$1.69M ﹤0.01%
1,907
-421
1250
$1.69M ﹤0.01%
165,000
48 49
50
51 52