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
1801
$690K ﹤0.01%
29,499
+813
1802
$689K ﹤0.01%
42,586
-7,984
1803
$687K ﹤0.01%
29,813
+3,558
1804
$684K ﹤0.01%
16,327
+3,952
1805
$683K ﹤0.01%
6,359
-130
1806
$683K ﹤0.01%
83,033
-353
1807
$683K ﹤0.01%
62,469
-48
1808
$682K ﹤0.01%
10,027
+1,774
1809
$682K ﹤0.01%
124,987
+39,187
1810
$681K ﹤0.01%
3,903
+2,048
1811
$680K ﹤0.01%
10,131
-1,804
1812
$679K ﹤0.01%
4,762
-330
1813
$677K ﹤0.01%
49,715
+12,696
1814
$677K ﹤0.01%
+18,992
1815
$676K ﹤0.01%
19,062
-4,052
1816
$676K ﹤0.01%
+14,061
1817
$676K ﹤0.01%
59,735
-40,265
1818
$675K ﹤0.01%
12,936
-3,140
1819
$675K ﹤0.01%
+230
1820
$675K ﹤0.01%
1,060
+25
1821
$673K ﹤0.01%
24,584
+7,100
1822
$672K ﹤0.01%
58,914
-129,184
1823
$671K ﹤0.01%
23,291
-2,038
1824
$671K ﹤0.01%
+22,703
1825
$670K ﹤0.01%
13,264
-690
71 72
73
74 75