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
1426
$1.21M ﹤0.01%
48,561
-15,615
1427
$1.21M ﹤0.01%
167,183
-177,241
1428
$1.21M ﹤0.01%
27,190
+2,725
1429
$1.21M ﹤0.01%
18,218
-6,249
1430
$1.21M ﹤0.01%
21,997
+1,530
1431
$1.2M ﹤0.01%
19,248
-1,270
1432
$1.2M ﹤0.01%
135,502
+1,035
1433
$1.2M ﹤0.01%
38,925
-1,913
1434
$1.2M ﹤0.01%
71,203
-9,965
1435
$1.2M ﹤0.01%
22,624
-3,598
1436
$1.2M ﹤0.01%
+93,423
1437
$1.2M ﹤0.01%
44,629
+485
1438
$1.19M ﹤0.01%
10,767
+2,211
1439
$1.19M ﹤0.01%
149,366
+11,316
1440
$1.19M ﹤0.01%
19,872
-3,205
1441
$1.19M ﹤0.01%
125,770
-860
1442
$1.18M ﹤0.01%
43,867
-99
1443
$1.18M ﹤0.01%
50,870
-3,586
1444
$1.18M ﹤0.01%
5,256
+2,425
1445
$1.18M ﹤0.01%
81,341
-220
1446
$1.18M ﹤0.01%
97,654
-47,951
1447
$1.18M ﹤0.01%
52,398
-10,956
1448
$1.18M ﹤0.01%
67,045
+23,649
1449
$1.17M ﹤0.01%
20,402
-1,517
1450
$1.17M ﹤0.01%
79,461
-65,274
56 57
58
59 60