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
1926
$586K ﹤0.01%
3,054
-23
1927
$586K ﹤0.01%
31,225
+268
1928
$586K ﹤0.01%
+19,432
1929
$585K ﹤0.01%
46,811
-4,416
1930
$585K ﹤0.01%
+16,508
1931
$585K ﹤0.01%
8,290
-1,445
1932
$584K ﹤0.01%
12,237
-2,365
1933
$583K ﹤0.01%
38,449
+18,521
1934
$581K ﹤0.01%
214,040
+48,399
1935
$580K ﹤0.01%
+113,863
1936
$580K ﹤0.01%
5,051
-2,944
1937
$580K ﹤0.01%
84,343
+1,555
1938
$580K ﹤0.01%
34,870
-6,649
1939
$580K ﹤0.01%
2,329
-8,151
1940
$579K ﹤0.01%
42,787
-1,209
1941
$578K ﹤0.01%
6,839
-215
1942
$578K ﹤0.01%
20,704
-25,246
1943
$577K ﹤0.01%
5,193
-865
1944
$576K ﹤0.01%
101,725
-39,054
1945
$575K ﹤0.01%
15,869
-647
1946
$573K ﹤0.01%
15,886
+306
1947
$573K ﹤0.01%
26,892
-10,336
1948
$573K ﹤0.01%
7,367
-3,935
1949
$572K ﹤0.01%
11,541
+1,084
1950
$571K ﹤0.01%
34,933
-220
76 77
78
79 80