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
2201
$387K ﹤0.01%
+28,383
2202
$386K ﹤0.01%
+10,021
2203
$385K ﹤0.01%
23,945
+2,521
2204
$385K ﹤0.01%
29,749
+3,793
2205
$385K ﹤0.01%
12,815
2206
$385K ﹤0.01%
+16,759
2207
$383K ﹤0.01%
+15,765
2208
$383K ﹤0.01%
+20,419
2209
$382K ﹤0.01%
19,824
-192
2210
$382K ﹤0.01%
5,552
-524
2211
$381K ﹤0.01%
17,106
-1,132
2212
$380K ﹤0.01%
39,765
2213
$380K ﹤0.01%
12,283
+3,918
2214
$380K ﹤0.01%
24,678
+10,715
2215
$380K ﹤0.01%
7,905
-235
2216
$380K ﹤0.01%
7,043
-55
2217
$379K ﹤0.01%
8,913
+447
2218
$377K ﹤0.01%
10,547
-524
2219
$376K ﹤0.01%
7,700
-544
2220
$375K ﹤0.01%
19,523
+4,908
2221
$373K ﹤0.01%
23,500
+200
2222
$372K ﹤0.01%
30,859
-11,814
2223
$371K ﹤0.01%
70,292
+3,226
2224
$371K ﹤0.01%
19,229
-580
2225
$370K ﹤0.01%
5,306
87 88
89
90 91