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
2126
$440K ﹤0.01%
14,725
-212,853
2127
$439K ﹤0.01%
381,507
-102,882
2128
$438K ﹤0.01%
13,634
-104,586
2129
$437K ﹤0.01%
17,805
+6,212
2130
$436K ﹤0.01%
26,767
-14,645
2131
$436K ﹤0.01%
16,078
-290
2132
$436K ﹤0.01%
9,592
-740
2133
$436K ﹤0.01%
22,235
2134
$434K ﹤0.01%
+11,706
2135
$434K ﹤0.01%
12,601
-2,844
2136
$433K ﹤0.01%
6,599
-140
2137
$432K ﹤0.01%
12,622
-1,550
2138
$431K ﹤0.01%
4,035
-1,072
2139
$430K ﹤0.01%
+20,777
2140
$430K ﹤0.01%
26,075
+9,113
2141
$430K ﹤0.01%
8,406
-2,646
2142
$429K ﹤0.01%
31,552
+13,241
2143
$429K ﹤0.01%
9,888
-758
2144
$428K ﹤0.01%
14,871
+1,880
2145
$428K ﹤0.01%
25,641
-4,222
2146
$427K ﹤0.01%
10,953
-1,115
2147
$427K ﹤0.01%
+7,068
2148
$426K ﹤0.01%
6,381
-1,642
2149
$426K ﹤0.01%
+9,418
2150
$426K ﹤0.01%
16,122
+3,660
84 85
86
87 88