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
1401
$1.28M ﹤0.01%
122,635
+1,444
1402
$1.28M ﹤0.01%
16,193
-486
1403
$1.28M ﹤0.01%
53,666
-11,434
1404
$1.27M ﹤0.01%
24,663
+4,814
1405
$1.27M ﹤0.01%
63,699
+47,895
1406
$1.27M ﹤0.01%
86,601
+50,170
1407
$1.26M ﹤0.01%
106,597
-3,258
1408
$1.26M ﹤0.01%
497,074
-11,342
1409
$1.26M ﹤0.01%
+78,741
1410
$1.25M ﹤0.01%
+10,823
1411
$1.25M ﹤0.01%
151,856
+1,052
1412
$1.25M ﹤0.01%
31,920
-5,326
1413
$1.25M ﹤0.01%
33,537
+68
1414
$1.25M ﹤0.01%
43,538
-500
1415
$1.25M ﹤0.01%
423,792
+139,253
1416
$1.24M ﹤0.01%
2,539
-3,116
1417
$1.24M ﹤0.01%
+107,910
1418
$1.23M ﹤0.01%
48,472
+1,342
1419
$1.23M ﹤0.01%
112,781
+5,844
1420
$1.22M ﹤0.01%
90,253
+38,473
1421
$1.22M ﹤0.01%
+51,218
1422
$1.22M ﹤0.01%
8,970
+221
1423
$1.22M ﹤0.01%
31,798
+22,802
1424
$1.22M ﹤0.01%
21,902
-5,006
1425
$1.22M ﹤0.01%
+56,712
55 56
57
58 59