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
2176
$405K ﹤0.01%
+41,618
2177
$404K ﹤0.01%
7,982
-119
2178
$403K ﹤0.01%
20,674
-2,586
2179
$403K ﹤0.01%
26,206
+3,292
2180
$402K ﹤0.01%
3,774
+609
2181
$401K ﹤0.01%
+31,190
2182
$399K ﹤0.01%
25,800
+4,450
2183
$398K ﹤0.01%
22,610
-14,660
2184
$398K ﹤0.01%
16,683
-517
2185
$397K ﹤0.01%
66,114
-7,300
2186
$396K ﹤0.01%
1,750
-500
2187
$396K ﹤0.01%
+12,436
2188
$395K ﹤0.01%
37,516
+15,352
2189
$395K ﹤0.01%
14,437
-9,385
2190
$395K ﹤0.01%
6,119
-760
2191
$393K ﹤0.01%
21,664
+2,687
2192
$393K ﹤0.01%
12,329
-367
2193
$391K ﹤0.01%
12,541
+2,941
2194
$391K ﹤0.01%
11,730
+32
2195
$391K ﹤0.01%
+65,000
2196
$390K ﹤0.01%
+5,155
2197
$390K ﹤0.01%
70,650
+4,194
2198
$390K ﹤0.01%
30,724
+3,976
2199
$389K ﹤0.01%
47,728
-1,047
2200
$387K ﹤0.01%
+35,000
86 87
88
89 90