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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
1901
$853K ﹤0.01%
33,657
-3,081
1902
$853K ﹤0.01%
1,000
1903
$851K ﹤0.01%
66,310
-530
1904
$850K ﹤0.01%
17,402
-1,356
1905
$848K ﹤0.01%
49,460
-53
1906
$847K ﹤0.01%
9,024
-395
1907
$846K ﹤0.01%
40,121
+1,111
1908
$846K ﹤0.01%
+28,819
1909
$844K ﹤0.01%
14,936
-3,025
1910
$844K ﹤0.01%
10,715
-844
1911
$843K ﹤0.01%
38,800
+2,800
1912
$840K ﹤0.01%
11,127
-1,241
1913
$835K ﹤0.01%
21,023
-206
1914
$835K ﹤0.01%
84,156
+75
1915
$830K ﹤0.01%
39,074
-44,536
1916
$828K ﹤0.01%
25,841
-4,580
1917
$827K ﹤0.01%
43,620
-1,758
1918
$827K ﹤0.01%
15,700
+1,324
1919
$825K ﹤0.01%
15,137
+57
1920
$825K ﹤0.01%
160,816
+9,867
1921
$824K ﹤0.01%
23,668
-5,132
1922
$821K ﹤0.01%
18,664
-16,757
1923
$820K ﹤0.01%
36,240
+11,498
1924
$817K ﹤0.01%
8,839
+69
1925
$817K ﹤0.01%
+30,420
75 76
77
78 79