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
1901
$607K ﹤0.01%
16,670
+1,340
1902
$607K ﹤0.01%
17,275
+22
1903
$606K ﹤0.01%
31,040
-33,453
1904
$606K ﹤0.01%
17,433
-619
1905
$605K ﹤0.01%
15,533
+590
1906
$604K ﹤0.01%
23,545
+4,377
1907
$603K ﹤0.01%
11,487
+377
1908
$603K ﹤0.01%
4,608
+972
1909
$602K ﹤0.01%
14,499
-6,903
1910
$601K ﹤0.01%
72,323
+30,955
1911
$600K ﹤0.01%
+1,433
1912
$600K ﹤0.01%
22,249
+7,359
1913
$599K ﹤0.01%
60,163
+997
1914
$598K ﹤0.01%
22,777
+2,790
1915
$598K ﹤0.01%
8,482
-608
1916
$598K ﹤0.01%
22,174
+1,885
1917
$598K ﹤0.01%
16,605
+2,637
1918
$598K ﹤0.01%
40,382
+5,945
1919
$597K ﹤0.01%
59,469
-9,041
1920
$594K ﹤0.01%
4,742
+2,714
1921
$592K ﹤0.01%
21,840
-155
1922
$592K ﹤0.01%
108,404
+25,435
1923
$588K ﹤0.01%
25,824
+2,546
1924
$588K ﹤0.01%
12,334
+422
1925
$588K ﹤0.01%
58,477
-8,429
75 76
77
78 79