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
1276
$2.18M 0.01%
133,557
+80,110
1277
$2.18M 0.01%
+205,833
1278
$2.18M 0.01%
+131,967
1279
$2.18M 0.01%
175,636
-8,726
1280
$2.17M 0.01%
45,130
+4,804
1281
$2.16M 0.01%
163,905
-2,385
1282
$2.16M 0.01%
226,298
+71,055
1283
$2.16M 0.01%
79,746
+6,437
1284
$2.16M 0.01%
320,820
-23,950
1285
$2.16M 0.01%
144,380
+129,969
1286
$2.14M 0.01%
24,278
+507
1287
$2.14M 0.01%
223,568
-118,005
1288
$2.14M 0.01%
+35,199
1289
$2.14M 0.01%
94,457
+52,249
1290
$2.12M 0.01%
137,509
-7,060
1291
$2.12M 0.01%
76,427
+61,276
1292
$2.12M 0.01%
101,689
+74,855
1293
$2.12M 0.01%
60,861
-535
1294
$2.12M 0.01%
109,669
-4,088
1295
$2.1M 0.01%
68,944
-38,384
1296
$2.1M 0.01%
+102,006
1297
$2.09M 0.01%
+80,030
1298
$2.09M 0.01%
68,136
+14,962
1299
$2.08M 0.01%
57,119
+27,404
1300
$2.08M 0.01%
194,443
+8,298
50 51
52
53 54