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
1676
$848K ﹤0.01%
21,100
+8,170
1677
$847K ﹤0.01%
23,959
+3,896
1678
$846K ﹤0.01%
21,286
-8,587
1679
$844K ﹤0.01%
19,762
+2,833
1680
$843K ﹤0.01%
20,150
-2,085
1681
$842K ﹤0.01%
63,042
+41
1682
$842K ﹤0.01%
27,660
-49,902
1683
$840K ﹤0.01%
17,655
-5,691
1684
$840K ﹤0.01%
16,799
-1,044
1685
$840K ﹤0.01%
16,148
-18,477
1686
$838K ﹤0.01%
4,806
-79,996
1687
$837K ﹤0.01%
13,598
+3,606
1688
$836K ﹤0.01%
18,392
+108
1689
$834K ﹤0.01%
22,357
+5,294
1690
$834K ﹤0.01%
41,352
+191
1691
$834K ﹤0.01%
+32,716
1692
$832K ﹤0.01%
38,782
+10,782
1693
$832K ﹤0.01%
19,880
-5,847
1694
$831K ﹤0.01%
11,413
-7,448
1695
$831K ﹤0.01%
10,689
-771
1696
$830K ﹤0.01%
37,569
+640
1697
$830K ﹤0.01%
30,227
-2,183
1698
$828K ﹤0.01%
9,904
+2,278
1699
$826K ﹤0.01%
22,710
-38,374
1700
$823K ﹤0.01%
19,589
-1,254
66 67
68
69 70