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
1526
$1.04M ﹤0.01%
29,758
+9,721
1527
$1.04M ﹤0.01%
80,574
-1,345
1528
$1.04M ﹤0.01%
44,750
-13,779
1529
$1.04M ﹤0.01%
35,528
+962
1530
$1.04M ﹤0.01%
100,701
-23,494
1531
$1.04M ﹤0.01%
11,633
-3,858
1532
$1.04M ﹤0.01%
20,514
-10,750
1533
$1.04M ﹤0.01%
30,604
-16,665
1534
$1.03M ﹤0.01%
+27,265
1535
$1.03M ﹤0.01%
27,488
-2,396
1536
$1.03M ﹤0.01%
58,156
-291
1537
$1.03M ﹤0.01%
48,850
-37,565
1538
$1.03M ﹤0.01%
112,241
+13,536
1539
$1.03M ﹤0.01%
119,166
-103
1540
$1.03M ﹤0.01%
387,839
+56,625
1541
$1.02M ﹤0.01%
79,133
+1,345
1542
$1.02M ﹤0.01%
105,962
-37,238
1543
$1.02M ﹤0.01%
75,268
+9,837
1544
$1.02M ﹤0.01%
23,676
+14,800
1545
$1.02M ﹤0.01%
78,830
+949
1546
$1.01M ﹤0.01%
13,311
-1,621
1547
$1.01M ﹤0.01%
57,539
-2,180
1548
$1.01M ﹤0.01%
42,473
+10,781
1549
$1.01M ﹤0.01%
153,598
+142,258
1550
$1.01M ﹤0.01%
9,046
+1,748
60 61
62
63 64