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
1751
$740K ﹤0.01%
25,352
-2,206
1752
$740K ﹤0.01%
13,254
-326
1753
$739K ﹤0.01%
69,597
-19,638
1754
$738K ﹤0.01%
24,320
-3,426
1755
$737K ﹤0.01%
57,381
-594
1756
$736K ﹤0.01%
42,705
-5,132
1757
$736K ﹤0.01%
27,740
+8,925
1758
$736K ﹤0.01%
26,971
+9,288
1759
$734K ﹤0.01%
28,028
1760
$733K ﹤0.01%
32,384
+14,159
1761
$731K ﹤0.01%
88,573
+1,612
1762
$731K ﹤0.01%
47,490
1763
$731K ﹤0.01%
5,908
-1,116
1764
$730K ﹤0.01%
29,456
+1,088
1765
$730K ﹤0.01%
20,893
+6,562
1766
$729K ﹤0.01%
26,526
-7,665
1767
$728K ﹤0.01%
13,172
+249
1768
$727K ﹤0.01%
14,899
-15
1769
$725K ﹤0.01%
16,338
+4,446
1770
$724K ﹤0.01%
33,568
+21,429
1771
$723K ﹤0.01%
41,013
+557
1772
$722K ﹤0.01%
60,520
-11,699
1773
$721K ﹤0.01%
156,074
-4,568
1774
$719K ﹤0.01%
41,350
+1,900
1775
$719K ﹤0.01%
12,336
+2,333
69 70
71
72 73