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
1326
$1.47M ﹤0.01%
99,303
+13,416
1327
$1.46M ﹤0.01%
32,805
-3,375
1328
$1.46M ﹤0.01%
50,405
-4,511
1329
$1.46M ﹤0.01%
162,451
-133,901
1330
$1.45M ﹤0.01%
18,617
+1,535
1331
$1.45M ﹤0.01%
7,933
+319
1332
$1.44M ﹤0.01%
83,670
+22,095
1333
$1.44M ﹤0.01%
287,623
-124,043
1334
$1.44M ﹤0.01%
43,654
-5,810
1335
$1.44M ﹤0.01%
55,206
+5,320
1336
$1.44M ﹤0.01%
257,855
+506
1337
$1.43M ﹤0.01%
88,879
-1,149
1338
$1.43M ﹤0.01%
52,348
-176,364
1339
$1.43M ﹤0.01%
140,000
1340
$1.43M ﹤0.01%
31,473
-6,584
1341
$1.43M ﹤0.01%
19,691
+1,329
1342
$1.43M ﹤0.01%
56,578
+32,861
1343
$1.43M ﹤0.01%
66,950
-151,673
1344
$1.42M ﹤0.01%
50,850
+4,909
1345
$1.41M ﹤0.01%
66,745
-6,004
1346
$1.41M ﹤0.01%
91,039
+1,437
1347
$1.41M ﹤0.01%
16,684
-108,197
1348
$1.4M ﹤0.01%
85,112
+8,157
1349
$1.4M ﹤0.01%
107,160
-57,017
1350
$1.4M ﹤0.01%
18,607
+5,964
52 53
54
55 56