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
1651
$880K ﹤0.01%
18,638
-2,065
1652
$880K ﹤0.01%
8,073
+889
1653
$878K ﹤0.01%
16,815
-37,252
1654
$877K ﹤0.01%
34,180
+17,690
1655
$876K ﹤0.01%
10,471
+5,756
1656
$875K ﹤0.01%
88,833
-36,167
1657
$875K ﹤0.01%
66,204
-5,650
1658
$874K ﹤0.01%
11,893
-388
1659
$873K ﹤0.01%
93,797
-2,498
1660
$872K ﹤0.01%
23,764
+1,918
1661
$870K ﹤0.01%
13,438
-7,305
1662
$869K ﹤0.01%
16,204
+2,699
1663
$869K ﹤0.01%
+27,398
1664
$869K ﹤0.01%
45,141
-15,938
1665
$867K ﹤0.01%
11,056
+3,016
1666
$864K ﹤0.01%
10,665
+2,094
1667
$859K ﹤0.01%
42,725
+29
1668
$857K ﹤0.01%
5,348
-78
1669
$854K ﹤0.01%
20,403
+2,737
1670
$853K ﹤0.01%
44,206
-14,842
1671
$852K ﹤0.01%
+33,864
1672
$852K ﹤0.01%
+215,593
1673
$851K ﹤0.01%
+35,599
1674
$849K ﹤0.01%
30,822
+7,871
1675
$848K ﹤0.01%
25,523
-34,603
65 66
67
68 69