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
1301
$1.52M ﹤0.01%
23,728
1302
$1.52M ﹤0.01%
8,063
-697
1303
$1.52M ﹤0.01%
62,337
-37,161
1304
$1.52M ﹤0.01%
18,739
+814
1305
$1.52M ﹤0.01%
104,386
-37,314
1306
$1.52M ﹤0.01%
51,008
+5,109
1307
$1.51M ﹤0.01%
2,458
+64
1308
$1.51M ﹤0.01%
32,560
+2,680
1309
$1.51M ﹤0.01%
52,683
+16,682
1310
$1.5M ﹤0.01%
+174,630
1311
$1.5M ﹤0.01%
40,181
+9,143
1312
$1.5M ﹤0.01%
178,380
-7,650
1313
$1.49M ﹤0.01%
145,997
+36,181
1314
$1.49M ﹤0.01%
30,240
-424
1315
$1.49M ﹤0.01%
135,932
-9,065
1316
$1.49M ﹤0.01%
19,188
+9,159
1317
$1.48M ﹤0.01%
19,726
-1,186
1318
$1.48M ﹤0.01%
40,434
-3,514
1319
$1.48M ﹤0.01%
68,967
+58,480
1320
$1.48M ﹤0.01%
144,619
-10,000
1321
$1.48M ﹤0.01%
95,425
+17,828
1322
$1.48M ﹤0.01%
20,111
+9,039
1323
$1.48M ﹤0.01%
+105,051
1324
$1.47M ﹤0.01%
51,444
-123
1325
$1.47M ﹤0.01%
42,897
-23,593
51 52
53
54 55