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
1876
$624K ﹤0.01%
5,121
-1,090
1877
$624K ﹤0.01%
94,375
+9,364
1878
$623K ﹤0.01%
14,690
+3,799
1879
$623K ﹤0.01%
9,392
+784
1880
$622K ﹤0.01%
22,221
-21,081
1881
$622K ﹤0.01%
+23,051
1882
$621K ﹤0.01%
96,555
-16,602
1883
$619K ﹤0.01%
31,349
+3,060
1884
$619K ﹤0.01%
40,612
+10,821
1885
$619K ﹤0.01%
37,000
1886
$618K ﹤0.01%
41,167
-3,464
1887
$616K ﹤0.01%
77,255
+1,368
1888
$616K ﹤0.01%
40,012
+1,935
1889
$615K ﹤0.01%
57,501
+3,303
1890
$615K ﹤0.01%
8,414
-1,678
1891
$614K ﹤0.01%
22,407
+396
1892
$612K ﹤0.01%
84,618
-106,126
1893
$612K ﹤0.01%
8,122
-7,434
1894
$612K ﹤0.01%
+21,966
1895
$612K ﹤0.01%
43,095
-1,385
1896
$611K ﹤0.01%
20,560
-607
1897
$611K ﹤0.01%
33,768
+1,998
1898
$611K ﹤0.01%
17,632
-8,509
1899
$609K ﹤0.01%
59,747
-34,707
1900
$609K ﹤0.01%
59,439
74 75
76
77 78