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
1451
$1.17M ﹤0.01%
14,746
-2,575
1452
$1.17M ﹤0.01%
51,803
+1,216
1453
$1.16M ﹤0.01%
62,507
-3,923
1454
$1.16M ﹤0.01%
+37,868
1455
$1.16M ﹤0.01%
6,804
+1,494
1456
$1.16M ﹤0.01%
46,112
+27,262
1457
$1.16M ﹤0.01%
22,192
-1,204
1458
$1.16M ﹤0.01%
26,317
+2,722
1459
$1.15M ﹤0.01%
107,422
-43,356
1460
$1.15M ﹤0.01%
50,135
-3,884
1461
$1.15M ﹤0.01%
23,734
+5,239
1462
$1.15M ﹤0.01%
104,649
-40,161
1463
$1.15M ﹤0.01%
21,960
-2,917
1464
$1.15M ﹤0.01%
22,320
1465
$1.14M ﹤0.01%
8,325
-146
1466
$1.14M ﹤0.01%
21,001
-4,049
1467
$1.14M ﹤0.01%
89,580
+76
1468
$1.14M ﹤0.01%
48,353
-13,934
1469
$1.14M ﹤0.01%
218,123
-58,950
1470
$1.14M ﹤0.01%
31,135
-6,623
1471
$1.14M ﹤0.01%
24,000
+12,321
1472
$1.14M ﹤0.01%
25,295
+3,634
1473
$1.14M ﹤0.01%
159,265
+15,248
1474
$1.13M ﹤0.01%
25,062
+5,057
1475
$1.13M ﹤0.01%
146,227
+5,627
57 58
59
60 61