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
1601
$940K ﹤0.01%
96,581
+13,622
1602
$938K ﹤0.01%
4,325
-4,106
1603
$938K ﹤0.01%
17,067
-24,713
1604
$937K ﹤0.01%
21,701
-1,712
1605
$936K ﹤0.01%
8,171
-3,068
1606
$935K ﹤0.01%
23,556
-2,095
1607
$933K ﹤0.01%
129,195
+5,500
1608
$931K ﹤0.01%
53,114
-13,798
1609
$929K ﹤0.01%
30,652
+4,303
1610
$929K ﹤0.01%
38,761
+17,863
1611
$928K ﹤0.01%
+23,573
1612
$927K ﹤0.01%
20,238
-764
1613
$924K ﹤0.01%
+22,014
1614
$922K ﹤0.01%
33,608
-3,810
1615
$921K ﹤0.01%
11,756
+1,084
1616
$920K ﹤0.01%
34,349
-4,095
1617
$920K ﹤0.01%
22,758
+7,214
1618
$919K ﹤0.01%
34,045
+1,711
1619
$919K ﹤0.01%
25,887
+6,766
1620
$917K ﹤0.01%
20,005
+9,783
1621
$917K ﹤0.01%
44,886
-889
1622
$917K ﹤0.01%
33,348
-9,101
1623
$917K ﹤0.01%
29,109
-259
1624
$916K ﹤0.01%
19,660
+2,257
1625
$916K ﹤0.01%
129,709
+7,640
63 64
65
66 67