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
1976
$548K ﹤0.01%
9,604
-75
1977
$548K ﹤0.01%
+59,843
1978
$548K ﹤0.01%
+9,407
1979
$546K ﹤0.01%
57,307
+42,901
1980
$546K ﹤0.01%
27,571
+1,093
1981
$545K ﹤0.01%
8,507
+2,974
1982
$545K ﹤0.01%
14,926
+989
1983
$545K ﹤0.01%
9,188
+1,094
1984
$544K ﹤0.01%
62,887
-2,364
1985
$543K ﹤0.01%
12,869
-23,308
1986
$542K ﹤0.01%
+12,618
1987
$542K ﹤0.01%
49,644
-552
1988
$542K ﹤0.01%
+13,014
1989
$541K ﹤0.01%
17,920
-640
1990
$539K ﹤0.01%
38,056
+5,064
1991
$538K ﹤0.01%
9,514
+1,293
1992
$537K ﹤0.01%
59,804
+4,047
1993
$537K ﹤0.01%
12,967
-1,055
1994
$537K ﹤0.01%
31,366
+321
1995
$536K ﹤0.01%
3,321
+609
1996
$535K ﹤0.01%
35,341
+4,749
1997
$535K ﹤0.01%
10,535
+510
1998
$534K ﹤0.01%
8,297
-101
1999
$533K ﹤0.01%
42,759
+25,763
2000
$532K ﹤0.01%
48,802
-6,439
78 79
80
81 82