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
201
$44M 0.1%
775,059
+70,209
202
$43.6M 0.1%
1,022,545
-32,563
203
$43.3M 0.1%
718,718
+38,830
204
$43M 0.1%
506,356
+12,940
205
$42.5M 0.1%
1,548,440
+1,024,290
206
$41.6M 0.1%
158,292
-36,821
207
$41.5M 0.1%
2,359,473
+72,227
208
$41.4M 0.1%
244,333
+6,226
209
$41M 0.09%
240,408
+37,135
210
$39.7M 0.09%
449,596
+21,782
211
$39.6M 0.09%
655,085
+190,603
212
$39.1M 0.09%
634,771
-135,736
213
$39.1M 0.09%
306,366
+14,155
214
$38.2M 0.09%
747,509
+81,959
215
$37.8M 0.09%
305,846
+12,933
216
$37.6M 0.09%
1,976,476
+130,007
217
$36.9M 0.08%
201,365
+1,260
218
$36.6M 0.08%
215,217
+54,954
219
$36.6M 0.08%
277,303
+2,699
220
$36.5M 0.08%
995,672
+91,018
221
$36.5M 0.08%
726,933
-73,700
222
$35.9M 0.08%
1,062,678
-152,653
223
$35.7M 0.08%
428,292
-12,574
224
$35.4M 0.08%
1,529,392
+26,408
225
$35.3M 0.08%
683,540
+66,426
7 8
9
10 11