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
1576
$983K ﹤0.01%
60,961
1577
$980K ﹤0.01%
70,000
1578
$976K ﹤0.01%
53,555
+2,300
1579
$973K ﹤0.01%
31,291
+12,863
1580
$971K ﹤0.01%
52,173
+15,968
1581
$966K ﹤0.01%
35,031
+2,174
1582
$962K ﹤0.01%
46,048
+18,788
1583
$959K ﹤0.01%
48,053
-10,148
1584
$957K ﹤0.01%
28,134
-12,107
1585
$955K ﹤0.01%
+17,736
1586
$954K ﹤0.01%
19,298
-3,411
1587
$954K ﹤0.01%
909,567
-46,255
1588
$953K ﹤0.01%
6,446
-335
1589
$952K ﹤0.01%
22,736
+4,196
1590
$950K ﹤0.01%
25,824
-16,293
1591
$950K ﹤0.01%
31,933
-47
1592
$949K ﹤0.01%
6,843
+2,033
1593
$949K ﹤0.01%
6,862
+202
1594
$947K ﹤0.01%
14,976
+9,114
1595
$944K ﹤0.01%
+31,767
1596
$943K ﹤0.01%
10,768
-6,004
1597
$943K ﹤0.01%
12,196
+3,086
1598
$943K ﹤0.01%
44,315
+485
1599
$940K ﹤0.01%
13,307
-1,561
1600
$940K ﹤0.01%
18,012
-2,712
62 63
64
65 66