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
2026
$509K ﹤0.01%
51,860
+912
2027
$509K ﹤0.01%
50,000
2028
$509K ﹤0.01%
4,084
+1,321
2029
$509K ﹤0.01%
90,000
-15,000
2030
$509K ﹤0.01%
13,073
-27,798
2031
$508K ﹤0.01%
36,346
+21,372
2032
$506K ﹤0.01%
+13,264
2033
$506K ﹤0.01%
64,030
+48,630
2034
$505K ﹤0.01%
14,700
+2,748
2035
$503K ﹤0.01%
36,771
-514
2036
$503K ﹤0.01%
50,000
2037
$502K ﹤0.01%
6,250
2038
$502K ﹤0.01%
28,678
-41,166
2039
$500K ﹤0.01%
24,064
+6,511
2040
$498K ﹤0.01%
+2,000
2041
$498K ﹤0.01%
5,356
-3,107
2042
$496K ﹤0.01%
+10,000
2043
$496K ﹤0.01%
+36,736
2044
$496K ﹤0.01%
+23,508
2045
$495K ﹤0.01%
8,431
-92,000
2046
$494K ﹤0.01%
9,546
+1,510
2047
$494K ﹤0.01%
+5,187
2048
$493K ﹤0.01%
42,306
+25
2049
$492K ﹤0.01%
32,757
+3,000
2050
$492K ﹤0.01%
23,723
+1,010
80 81
82
83 84