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
2151
$425K ﹤0.01%
15,422
+2,078
2152
$424K ﹤0.01%
7,429
-19,297
2153
$423K ﹤0.01%
41,583
+1,845
2154
$422K ﹤0.01%
37,171
+3,008
2155
$421K ﹤0.01%
+2,666
2156
$421K ﹤0.01%
1,303
+441
2157
$420K ﹤0.01%
5,963
2158
$419K ﹤0.01%
15,160
+1,795
2159
$419K ﹤0.01%
+2,538
2160
$418K ﹤0.01%
3,002
+932
2161
$418K ﹤0.01%
14,985
-266
2162
$418K ﹤0.01%
+40,000
2163
$416K ﹤0.01%
34,002
-798
2164
$415K ﹤0.01%
+249,971
2165
$414K ﹤0.01%
36,281
+683
2166
$414K ﹤0.01%
30,821
+13
2167
$413K ﹤0.01%
+14,124
2168
$413K ﹤0.01%
+14,000
2169
$412K ﹤0.01%
80,065
-9,707
2170
$411K ﹤0.01%
41,286
-337
2171
$411K ﹤0.01%
+12,642
2172
$408K ﹤0.01%
16,562
+198
2173
$407K ﹤0.01%
+4,772
2174
$407K ﹤0.01%
+39,789
2175
$406K ﹤0.01%
+14,986
85 86
87
88 89