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
1826
$669K ﹤0.01%
12,185
+305
1827
$669K ﹤0.01%
41,027
-17,347
1828
$669K ﹤0.01%
23,614
+263
1829
$667K ﹤0.01%
15,061
-1,361
1830
$665K ﹤0.01%
8,567
+2,978
1831
$664K ﹤0.01%
5,951
-103
1832
$663K ﹤0.01%
19,775
+9,596
1833
$663K ﹤0.01%
+19,913
1834
$662K ﹤0.01%
11,513
-654
1835
$660K ﹤0.01%
59,208
1836
$660K ﹤0.01%
21,309
+5,634
1837
$660K ﹤0.01%
360,857
-5,421
1838
$660K ﹤0.01%
51,984
-1,440
1839
$658K ﹤0.01%
11,800
-33,965
1840
$658K ﹤0.01%
11,410
-6,386
1841
$658K ﹤0.01%
11,966
+344
1842
$657K ﹤0.01%
13,293
-1,331
1843
$656K ﹤0.01%
34,000
1844
$656K ﹤0.01%
36,460
-25,660
1845
$655K ﹤0.01%
+60,387
1846
$655K ﹤0.01%
7,311
+2,970
1847
$655K ﹤0.01%
28,466
+10,433
1848
$654K ﹤0.01%
7,670
-297
1849
$653K ﹤0.01%
12,279
-1,534
1850
$652K ﹤0.01%
46,741
-5,859
72 73
74
75 76