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
1276
$1.59M ﹤0.01%
24,327
-14,478
1277
$1.59M ﹤0.01%
56,555
-17,062
1278
$1.59M ﹤0.01%
+68,178
1279
$1.58M ﹤0.01%
+219,346
1280
$1.58M ﹤0.01%
138,492
+21,451
1281
$1.58M ﹤0.01%
64,324
+25,228
1282
$1.58M ﹤0.01%
11,322
+3,511
1283
$1.58M ﹤0.01%
22,388
+1,626
1284
$1.58M ﹤0.01%
60,235
+2,264
1285
$1.57M ﹤0.01%
266,058
-501
1286
$1.57M ﹤0.01%
72,363
-3,921
1287
$1.57M ﹤0.01%
30,554
+10,641
1288
$1.56M ﹤0.01%
22,150
-7,911
1289
$1.55M ﹤0.01%
31,438
-854
1290
$1.54M ﹤0.01%
57,824
-1,512
1291
$1.54M ﹤0.01%
+71,598
1292
$1.54M ﹤0.01%
58,657
-490
1293
$1.54M ﹤0.01%
172,928
-34,027
1294
$1.54M ﹤0.01%
199,622
+9,330
1295
$1.54M ﹤0.01%
866
-229
1296
$1.53M ﹤0.01%
31,247
+9,974
1297
$1.53M ﹤0.01%
143,415
+26,255
1298
$1.53M ﹤0.01%
3,315
-1,225
1299
$1.53M ﹤0.01%
59,934
-41,171
1300
$1.52M ﹤0.01%
37,242
+9,426
50 51
52
53 54