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
151
$68.6M 0.16%
1,276,185
-56,624
152
$67.8M 0.16%
755,850
+17,542
153
$67.8M 0.16%
413,303
+12,648
154
$67.5M 0.16%
1,147,470
-6,781
155
$67.3M 0.15%
414,012
-14,274
156
$62.6M 0.14%
1,027,261
+161,839
157
$60.8M 0.14%
480,694
+12,808
158
$60.2M 0.14%
766,835
-30,725
159
$60.1M 0.14%
631,441
+131,892
160
$59.8M 0.14%
1,794,044
-11,423
161
$59.7M 0.14%
673,793
-63,301
162
$59.5M 0.14%
561,796
+38,012
163
$58.9M 0.14%
725,756
-56,105
164
$58.4M 0.13%
413,235
-11,016
165
$57.1M 0.13%
300,417
+1,089
166
$57M 0.13%
347,238
-3,004
167
$55.6M 0.13%
978,110
+66,561
168
$55.1M 0.13%
527,039
+7,637
169
$54.6M 0.13%
283,623
+31,443
170
$54.6M 0.13%
348,565
-18,060
171
$54.4M 0.13%
419,798
+49,167
172
$53.9M 0.12%
588,586
+17,556
173
$53.5M 0.12%
397,878
+16,811
174
$52.9M 0.12%
519,721
+1,801
175
$52.3M 0.12%
923,866
+56,894
5 6
7
8 9