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
2226
$369K ﹤0.01%
1,467
-7,112
2227
$366K ﹤0.01%
3,948
-276
2228
$363K ﹤0.01%
8,724
-67
2229
$361K ﹤0.01%
11,420
+1,059
2230
$361K ﹤0.01%
35,000
-20,000
2231
$361K ﹤0.01%
+7,526
2232
$360K ﹤0.01%
22,694
-42,086
2233
$359K ﹤0.01%
14,726
-1,433
2234
$359K ﹤0.01%
31,174
+12,387
2235
$359K ﹤0.01%
+5,703
2236
$359K ﹤0.01%
+35,000
2237
$358K ﹤0.01%
16,591
-12,201
2238
$358K ﹤0.01%
13,798
-780
2239
$357K ﹤0.01%
+13,032
2240
$357K ﹤0.01%
7,538
-89
2241
$357K ﹤0.01%
16,925
+1,325
2242
$357K ﹤0.01%
+10,774
2243
$356K ﹤0.01%
8,244
-8,535
2244
$356K ﹤0.01%
57,118
-6,268
2245
$355K ﹤0.01%
+9,775
2246
$353K ﹤0.01%
26,585
+2,885
2247
$353K ﹤0.01%
10,825
-9,005
2248
$353K ﹤0.01%
6,931
-7,680
2249
$351K ﹤0.01%
1,890
+276
2250
$351K ﹤0.01%
61,317
-20,780
88 89
90
91 92