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
1851
$651K ﹤0.01%
11,902
-4,888
1852
$650K ﹤0.01%
34,969
-2,121
1853
$644K ﹤0.01%
+4,253
1854
$643K ﹤0.01%
120,741
-15,643
1855
$643K ﹤0.01%
+5,314
1856
$643K ﹤0.01%
17,167
+4,796
1857
$643K ﹤0.01%
9,043
-439
1858
$641K ﹤0.01%
23,046
-653
1859
$641K ﹤0.01%
12,363
-3,202
1860
$639K ﹤0.01%
7,341
+1,301
1861
$639K ﹤0.01%
8,483
-3,685
1862
$638K ﹤0.01%
9,085
+61
1863
$638K ﹤0.01%
+15,631
1864
$637K ﹤0.01%
27,449
-7,729
1865
$637K ﹤0.01%
74,391
-12,808
1866
$633K ﹤0.01%
24,290
-9,295
1867
$632K ﹤0.01%
15,079
+4,953
1868
$631K ﹤0.01%
22,876
-668
1869
$631K ﹤0.01%
82,337
+11,542
1870
$630K ﹤0.01%
20,827
+891
1871
$630K ﹤0.01%
19,317
+3,944
1872
$629K ﹤0.01%
13,145
-2,637
1873
$625K ﹤0.01%
32,477
+6,309
1874
$625K ﹤0.01%
64,251
+3,875
1875
$625K ﹤0.01%
9,129
+1,767
73 74
75
76 77