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
1376
$1.34M ﹤0.01%
7,412
-1,467
1377
$1.34M ﹤0.01%
19,710
-444
1378
$1.33M ﹤0.01%
18,611
+269
1379
$1.33M ﹤0.01%
44,256
+36,112
1380
$1.32M ﹤0.01%
37,396
+8,855
1381
$1.32M ﹤0.01%
11,710
+57
1382
$1.32M ﹤0.01%
20,547
+8,853
1383
$1.31M ﹤0.01%
22,300
+6,755
1384
$1.31M ﹤0.01%
56,443
+38,729
1385
$1.31M ﹤0.01%
21,084
+4,134
1386
$1.31M ﹤0.01%
23,771
-5,463
1387
$1.3M ﹤0.01%
65,984
-23,546
1388
$1.3M ﹤0.01%
116,208
-36,342
1389
$1.3M ﹤0.01%
50,099
+31,207
1390
$1.3M ﹤0.01%
145,735
-118,495
1391
$1.3M ﹤0.01%
48,471
+10,868
1392
$1.29M ﹤0.01%
34,611
+3,233
1393
$1.29M ﹤0.01%
37,615
-4,024
1394
$1.29M ﹤0.01%
17,622
-1,791
1395
$1.29M ﹤0.01%
+34,847
1396
$1.29M ﹤0.01%
76,661
-487,909
1397
$1.29M ﹤0.01%
25,238
-324
1398
$1.29M ﹤0.01%
121,300
+8,515
1399
$1.28M ﹤0.01%
30,716
+2,426
1400
$1.28M ﹤0.01%
152,205
+3,567
54 55
56
57 58