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
1251
$1.68M ﹤0.01%
3,138
+1,732
1252
$1.68M ﹤0.01%
122,803
-29,242
1253
$1.68M ﹤0.01%
30,674
+10,646
1254
$1.68M ﹤0.01%
83,102
-26,902
1255
$1.67M ﹤0.01%
66,419
-49,328
1256
$1.67M ﹤0.01%
42,125
-1,120
1257
$1.66M ﹤0.01%
+166,000
1258
$1.66M ﹤0.01%
137,871
-1,930
1259
$1.66M ﹤0.01%
64,346
+2,491
1260
$1.66M ﹤0.01%
22,850
-68,828
1261
$1.66M ﹤0.01%
56,146
+16,956
1262
$1.65M ﹤0.01%
14,773
+110
1263
$1.65M ﹤0.01%
149,436
+5,334
1264
$1.64M ﹤0.01%
27,058
-15,707
1265
$1.64M ﹤0.01%
60,937
-10,583
1266
$1.63M ﹤0.01%
57,235
-9,879
1267
$1.62M ﹤0.01%
32,680
-28,435
1268
$1.62M ﹤0.01%
133,330
+3,465
1269
$1.62M ﹤0.01%
16,579
+7,753
1270
$1.61M ﹤0.01%
65,886
+10,031
1271
$1.6M ﹤0.01%
18,793
+7,990
1272
$1.6M ﹤0.01%
113,198
-3,114
1273
$1.6M ﹤0.01%
118,253
-122,816
1274
$1.59M ﹤0.01%
58,588
+31,158
1275
$1.59M ﹤0.01%
36,945
+2,515
49 50
51
52 53