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
1551
$1.01M ﹤0.01%
103,455
-2,500
1552
$1.01M ﹤0.01%
22,927
+629
1553
$1.01M ﹤0.01%
84,550
+13,117
1554
$1M ﹤0.01%
40,815
+27,082
1555
$1M ﹤0.01%
47,977
-41,074
1556
$1M ﹤0.01%
329,071
-8,725
1557
$1M ﹤0.01%
18,287
1558
$1M ﹤0.01%
29,183
-33,093
1559
$1M ﹤0.01%
38,615
+1,083
1560
$1M ﹤0.01%
111,738
-19,614
1561
$1M ﹤0.01%
127,938
-5,645
1562
$999K ﹤0.01%
15,135
+4,933
1563
$997K ﹤0.01%
23,769
+2,569
1564
$994K ﹤0.01%
13,421
+144
1565
$992K ﹤0.01%
27,950
-12,092
1566
$992K ﹤0.01%
14,152
-39,214
1567
$991K ﹤0.01%
46,141
+4,663
1568
$990K ﹤0.01%
14,598
-3,021
1569
$988K ﹤0.01%
47,826
1570
$988K ﹤0.01%
27,371
+800
1571
$987K ﹤0.01%
5,082
+105
1572
$987K ﹤0.01%
61,000
-5,000
1573
$985K ﹤0.01%
17,454
-12,820
1574
$984K ﹤0.01%
250,283
-148,556
1575
$983K ﹤0.01%
69,000
61 62
63
64 65