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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.8B
AUM Growth
+$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,152
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$84.9M
3
+$65.7M
4
CCL icon
Carnival Corporation Ltd
CCL
+$53.5M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$49.1M

Top Sells

1
+$65.9M
2
+$57.9M
3
+$40.6M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$34.8M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$34.4M

Sector Composition

1 Technology 13.51%
2 Healthcare 10.74%
3 Financials 10.5%
4 Industrials 8.57%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$964K ﹤0.01%
58,788
-1,775
1827
$962K ﹤0.01%
19,074
-2,087
1828
$961K ﹤0.01%
+24,670
1829
$957K ﹤0.01%
27,912
-47,538
1830
$957K ﹤0.01%
49,502
+4,895
1831
$957K ﹤0.01%
16,309
+4,380
1832
$957K ﹤0.01%
11,826
+2,382
1833
$956K ﹤0.01%
42,255
+8,913
1834
$955K ﹤0.01%
224,841
+29,943
1835
$955K ﹤0.01%
+30,832
1836
$952K ﹤0.01%
60,694
+5,652
1837
$951K ﹤0.01%
+72,961
1838
$950K ﹤0.01%
45,145
+10,217
1839
$947K ﹤0.01%
17,463
-93
1840
$945K ﹤0.01%
+8,869
1841
$944K ﹤0.01%
23,975
+1,359
1842
$944K ﹤0.01%
28,865
-280,232
1843
$944K ﹤0.01%
13,047
+386
1844
$943K ﹤0.01%
48,665
-4,730
1845
$942K ﹤0.01%
27,400
+4,536
1846
$940K ﹤0.01%
16,873
+707
1847
$940K ﹤0.01%
41,008
-14,808
1848
$937K ﹤0.01%
16,697
+7
1849
$935K ﹤0.01%
10,897
+5,578
1850
$930K ﹤0.01%
71,943
+6,317
72 73
74
75 76