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
1951
$570K ﹤0.01%
56,519
-10,019
1952
$570K ﹤0.01%
111,317
+23,100
1953
$569K ﹤0.01%
35,979
-4,732
1954
$569K ﹤0.01%
11,851
-18
1955
$567K ﹤0.01%
18,498
-1,163
1956
$565K ﹤0.01%
16,867
-10,203
1957
$564K ﹤0.01%
50,854
1958
$564K ﹤0.01%
13,872
+1,230
1959
$561K ﹤0.01%
16,223
+1,538
1960
$560K ﹤0.01%
45,375
-8,689
1961
$560K ﹤0.01%
71,289
-40,581
1962
$558K ﹤0.01%
21,443
+5,062
1963
$556K ﹤0.01%
43,498
-4,794
1964
$555K ﹤0.01%
15,886
+3,300
1965
$554K ﹤0.01%
6,952
-1,807
1966
$553K ﹤0.01%
55,495
-21,931
1967
$553K ﹤0.01%
28,327
+11,944
1968
$553K ﹤0.01%
26,636
-827
1969
$552K ﹤0.01%
38,370
+1,340
1970
$551K ﹤0.01%
16,647
-8,104
1971
$551K ﹤0.01%
11,133
-842
1972
$550K ﹤0.01%
+7,704
1973
$550K ﹤0.01%
13,852
-4,796
1974
$549K ﹤0.01%
40,482
+532
1975
$549K ﹤0.01%
4,507
+2,211
77 78
79
80 81