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
1776
$717K ﹤0.01%
33,105
-110
1777
$715K ﹤0.01%
+22,778
1778
$714K ﹤0.01%
17,347
-5,943
1779
$714K ﹤0.01%
8,566
-454
1780
$712K ﹤0.01%
45,761
+9,347
1781
$712K ﹤0.01%
12,386
+3,246
1782
$711K ﹤0.01%
26,487
+1,356
1783
$711K ﹤0.01%
60,665
+517
1784
$711K ﹤0.01%
87,803
-12,584
1785
$708K ﹤0.01%
32,909
+16,219
1786
$708K ﹤0.01%
274,330
-127,084
1787
$708K ﹤0.01%
5,807
+1,059
1788
$703K ﹤0.01%
889
+221
1789
$702K ﹤0.01%
39,803
+24,453
1790
$701K ﹤0.01%
39,643
+19,705
1791
$701K ﹤0.01%
+12,144
1792
$700K ﹤0.01%
11,800
-4,931
1793
$699K ﹤0.01%
27,489
-2,316
1794
$699K ﹤0.01%
18,632
+4,125
1795
$698K ﹤0.01%
+45,717
1796
$697K ﹤0.01%
6,739
-4,455
1797
$694K ﹤0.01%
84,742
-8,373
1798
$692K ﹤0.01%
15,384
-8,239
1799
$692K ﹤0.01%
16,847
+7,552
1800
$691K ﹤0.01%
8,225
+608
70 71
72
73 74