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
$38.8B
AUM Growth
+$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,152
New
Increased
Reduced
Closed

Top Buys

1
+$528M
2
+$85.8M
3
+$61M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$50.5M
5
CCL icon
Carnival Corp
CCL
+$47.6M

Top Sells

1
+$68.9M
2
+$61.9M
3
+$41.7M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$35.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$34.7M

Sector Composition

1 Technology 13.51%
2 Healthcare 10.74%
3 Financials 10.49%
4 Industrials 8.56%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$1.23M ﹤0.01%
9,013
+4,295
1677
$1.22M ﹤0.01%
28,764
-4,144
1678
$1.22M ﹤0.01%
35,247
+9,352
1679
$1.22M ﹤0.01%
+29,283
1680
$1.22M ﹤0.01%
24,769
+9,827
1681
$1.22M ﹤0.01%
27,312
+83
1682
$1.22M ﹤0.01%
99,378
-2,770
1683
$1.21M ﹤0.01%
9,772
+1,529
1684
$1.21M ﹤0.01%
22,467
-1,087
1685
$1.21M ﹤0.01%
117,623
-3,138
1686
$1.21M ﹤0.01%
+67,724
1687
$1.21M ﹤0.01%
45,536
-1,537
1688
$1.21M ﹤0.01%
9,454
+147
1689
$1.2M ﹤0.01%
17,041
+164
1690
$1.2M ﹤0.01%
+61,512
1691
$1.2M ﹤0.01%
37,712
-14,057
1692
$1.19M ﹤0.01%
89,492
-3,779
1693
$1.19M ﹤0.01%
97,588
+2,851
1694
$1.19M ﹤0.01%
204,695
-3,583
1695
$1.19M ﹤0.01%
+83,696
1696
$1.19M ﹤0.01%
38,871
+9,581
1697
$1.19M ﹤0.01%
266,404
1698
$1.19M ﹤0.01%
21,612
+1,254
1699
$1.18M ﹤0.01%
611,695
+7,974
1700
$1.18M ﹤0.01%
35,701
-69
66 67
68
69 70