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
176
$52M 0.12%
853,993
-21,879
177
$52M 0.12%
74,047
+29,796
178
$51.8M 0.12%
2,024,437
-1,070,909
179
$51.5M 0.12%
166,345
-3,132
180
$51.5M 0.12%
516,755
-154,246
181
$51M 0.12%
951,512
+721,106
182
$50.8M 0.12%
356,034
+61,338
183
$50.2M 0.12%
1,040,474
+76,594
184
$50.1M 0.12%
1,529,670
+704,814
185
$50M 0.12%
277,642
+5,639
186
$48.6M 0.11%
396,425
-205,173
187
$47.9M 0.11%
397,925
+36,037
188
$47.9M 0.11%
356,920
+45,747
189
$47.8M 0.11%
1,343,380
-949,985
190
$47.8M 0.11%
2,628,382
+50,962
191
$46.5M 0.11%
878,862
+486,704
192
$46.4M 0.11%
376,864
+60,677
193
$46M 0.11%
838,944
+53,578
194
$45.5M 0.1%
488,376
+39,439
195
$45M 0.1%
742,586
-29,727
196
$44.9M 0.1%
327,757
+23,363
197
$44.6M 0.1%
445,495
+53,767
198
$44.5M 0.1%
185,852
+140,683
199
$44.1M 0.1%
1,151,676
+205,758
200
$44M 0.1%
143,246
+2,213
6 7
8
9 10