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
1726
$779K ﹤0.01%
+385
1727
$777K ﹤0.01%
+30,974
1728
$775K ﹤0.01%
32,006
-3,374
1729
$775K ﹤0.01%
40,083
-4,623
1730
$772K ﹤0.01%
19,023
+8,173
1731
$770K ﹤0.01%
84,234
-21,462
1732
$768K ﹤0.01%
6,627
+86
1733
$766K ﹤0.01%
+23,873
1734
$764K ﹤0.01%
+14,050
1735
$763K ﹤0.01%
12,756
-1,071
1736
$760K ﹤0.01%
24,730
-2,300
1737
$759K ﹤0.01%
57,828
-3,125
1738
$759K ﹤0.01%
19,688
-14,578
1739
$756K ﹤0.01%
20,349
-722
1740
$753K ﹤0.01%
89,623
-4,836
1741
$752K ﹤0.01%
33,830
+8,110
1742
$752K ﹤0.01%
30,010
+1,070
1743
$750K ﹤0.01%
38,084
-1,504
1744
$749K ﹤0.01%
27,143
+1,037
1745
$748K ﹤0.01%
19,660
+8,426
1746
$746K ﹤0.01%
90,827
-4,736
1747
$744K ﹤0.01%
13,539
-2,240
1748
$743K ﹤0.01%
153,887
+3,002
1749
$743K ﹤0.01%
100,312
-739
1750
$741K ﹤0.01%
20,911
+2,043
68 69
70
71 72