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
2051
$491K ﹤0.01%
+7,016
2052
$491K ﹤0.01%
+29,978
2053
$490K ﹤0.01%
+13,610
2054
$490K ﹤0.01%
14,650
-150
2055
$490K ﹤0.01%
+11,945
2056
$488K ﹤0.01%
10,572
+104
2057
$488K ﹤0.01%
11,684
-588
2058
$487K ﹤0.01%
22,420
2059
$485K ﹤0.01%
56,784
-18,280
2060
$485K ﹤0.01%
+5,551
2061
$485K ﹤0.01%
241,145
2062
$484K ﹤0.01%
9,138
-762
2063
$484K ﹤0.01%
8,846
+1,819
2064
$483K ﹤0.01%
17,135
-3,232
2065
$482K ﹤0.01%
19,216
+1,906
2066
$482K ﹤0.01%
4,818
-7,784
2067
$481K ﹤0.01%
73,987
-23,183
2068
$481K ﹤0.01%
4,796
-107
2069
$480K ﹤0.01%
+11,765
2070
$479K ﹤0.01%
8,845
-630
2071
$478K ﹤0.01%
47,806
-51,576
2072
$477K ﹤0.01%
114,373
+45,163
2073
$477K ﹤0.01%
35,848
+10,336
2074
$476K ﹤0.01%
10,859
-782
2075
$475K ﹤0.01%
33,268
+4,676
81 82
83
84 85