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
1501
$1.09M ﹤0.01%
101,694
-36,071
1502
$1.09M ﹤0.01%
53,381
+8,395
1503
$1.09M ﹤0.01%
38,526
+11,116
1504
$1.09M ﹤0.01%
102,105
-13,503
1505
$1.08M ﹤0.01%
13,161
-75,739
1506
$1.08M ﹤0.01%
7,208
-2,559
1507
$1.07M ﹤0.01%
18,311
-1,666
1508
$1.07M ﹤0.01%
104,650
+32,734
1509
$1.07M ﹤0.01%
101,535
+5,985
1510
$1.07M ﹤0.01%
+28,264
1511
$1.06M ﹤0.01%
131,537
-16,338
1512
$1.06M ﹤0.01%
13,516
+538
1513
$1.06M ﹤0.01%
4,892
-838
1514
$1.06M ﹤0.01%
+47,635
1515
$1.06M ﹤0.01%
25,935
+1,047
1516
$1.06M ﹤0.01%
16,782
+1,466
1517
$1.06M ﹤0.01%
21,804
+766
1518
$1.05M ﹤0.01%
34,426
+31,385
1519
$1.05M ﹤0.01%
5,111
-150
1520
$1.05M ﹤0.01%
34,233
-226
1521
$1.05M ﹤0.01%
73,624
-6,082
1522
$1.05M ﹤0.01%
58,376
+550
1523
$1.05M ﹤0.01%
11,066
-584
1524
$1.05M ﹤0.01%
174,872
+69,747
1525
$1.04M ﹤0.01%
40,875
-44,741
59 60
61
62 63