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
1476
$1.13M ﹤0.01%
21,467
-12,838
1477
$1.13M ﹤0.01%
28,906
+195
1478
$1.13M ﹤0.01%
83,034
+65,018
1479
$1.13M ﹤0.01%
12,178
+703
1480
$1.12M ﹤0.01%
92,485
+53,828
1481
$1.12M ﹤0.01%
+28,053
1482
$1.12M ﹤0.01%
14,111
+861
1483
$1.12M ﹤0.01%
75,260
-137,600
1484
$1.12M ﹤0.01%
238,065
-26,067
1485
$1.12M ﹤0.01%
21,305
+13,144
1486
$1.12M ﹤0.01%
32,355
+8,740
1487
$1.12M ﹤0.01%
142,759
-22,902
1488
$1.12M ﹤0.01%
98,511
+46,367
1489
$1.11M ﹤0.01%
18,261
+6,513
1490
$1.11M ﹤0.01%
123,324
-14,776
1491
$1.1M ﹤0.01%
78,065
+9,932
1492
$1.1M ﹤0.01%
69,352
-8,952
1493
$1.1M ﹤0.01%
27,093
-69,232
1494
$1.1M ﹤0.01%
23,166
-795
1495
$1.1M ﹤0.01%
10,015
-8,036
1496
$1.1M ﹤0.01%
22,842
+10,128
1497
$1.1M ﹤0.01%
195,275
+5,702
1498
$1.09M ﹤0.01%
4,261
-291
1499
$1.09M ﹤0.01%
126,370
+17,134
1500
$1.09M ﹤0.01%
11,266
+357
58 59
60
61 62