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
1351
$1.4M ﹤0.01%
170,654
-1,070
1352
$1.4M ﹤0.01%
76,478
-885
1353
$1.4M ﹤0.01%
7,750
+2,596
1354
$1.39M ﹤0.01%
53,649
1355
$1.39M ﹤0.01%
15,748
+7,968
1356
$1.39M ﹤0.01%
77,369
+9,121
1357
$1.38M ﹤0.01%
70,054
+54
1358
$1.38M ﹤0.01%
22,404
+433
1359
$1.38M ﹤0.01%
7,767
-371
1360
$1.38M ﹤0.01%
24,843
+589
1361
$1.38M ﹤0.01%
37,723
-2,075
1362
$1.37M ﹤0.01%
37,757
-1,762
1363
$1.37M ﹤0.01%
49,677
+9,739
1364
$1.37M ﹤0.01%
234,200
-325,096
1365
$1.35M ﹤0.01%
187,282
-11,478
1366
$1.35M ﹤0.01%
23,351
+323
1367
$1.35M ﹤0.01%
150,110
-101,184
1368
$1.35M ﹤0.01%
50,465
+734
1369
$1.35M ﹤0.01%
82,424
+200
1370
$1.34M ﹤0.01%
65,850
-15,493
1371
$1.34M ﹤0.01%
74,406
+7,408
1372
$1.34M ﹤0.01%
+74,149
1373
$1.34M ﹤0.01%
26,074
+4,867
1374
$1.34M ﹤0.01%
64,792
-119,997
1375
$1.34M ﹤0.01%
60,002
+27,767
53 54
55
56 57