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
2001
$532K ﹤0.01%
26,000
2002
$532K ﹤0.01%
4,980
-633
2003
$531K ﹤0.01%
41,535
+2,003
2004
$531K ﹤0.01%
11,995
-1,399
2005
$530K ﹤0.01%
57,262
+16,511
2006
$530K ﹤0.01%
115,265
-2,471
2007
$529K ﹤0.01%
45,770
-35
2008
$528K ﹤0.01%
10,289
+91
2009
$528K ﹤0.01%
17,884
+1,864
2010
$527K ﹤0.01%
19,659
-270
2011
$527K ﹤0.01%
12,104
+1,116
2012
$524K ﹤0.01%
13,802
+127
2013
$523K ﹤0.01%
22,578
-202
2014
$520K ﹤0.01%
49,402
+2,177
2015
$520K ﹤0.01%
13,956
-58,390
2016
$520K ﹤0.01%
19,262
-347
2017
$519K ﹤0.01%
30,293
+6,342
2018
$519K ﹤0.01%
61,396
-20,193
2019
$517K ﹤0.01%
13,764
+1,943
2020
$517K ﹤0.01%
21,927
-1,517
2021
$511K ﹤0.01%
+102,204
2022
$511K ﹤0.01%
7,885
-6,346
2023
$511K ﹤0.01%
10,376
+825
2024
$510K ﹤0.01%
45,242
+25,485
2025
$510K ﹤0.01%
29,403
+1,028
79 80
81
82 83