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
2251
$350K ﹤0.01%
24,237
-76
2252
$349K ﹤0.01%
+9,591
2253
$348K ﹤0.01%
3,364
-343
2254
$348K ﹤0.01%
+9,328
2255
$348K ﹤0.01%
28,997
+11,080
2256
$347K ﹤0.01%
7,381
-1,375
2257
$345K ﹤0.01%
9,210
-2,282
2258
$345K ﹤0.01%
21,509
+3,924
2259
$345K ﹤0.01%
22,594
+7,492
2260
$344K ﹤0.01%
10,414
+1,354
2261
$343K ﹤0.01%
7,183
-149
2262
$343K ﹤0.01%
13,201
+969
2263
$342K ﹤0.01%
43,123
-1,952
2264
$342K ﹤0.01%
5,431
+1,226
2265
$342K ﹤0.01%
8,992
+1,877
2266
$341K ﹤0.01%
5,797
-7,682
2267
$340K ﹤0.01%
30,525
-3,456
2268
$339K ﹤0.01%
+6,746
2269
$339K ﹤0.01%
+5,053
2270
$339K ﹤0.01%
45,202
-987
2271
$338K ﹤0.01%
10,974
-86,343
2272
$338K ﹤0.01%
2,439
-801
2273
$338K ﹤0.01%
4,392
+657
2274
$338K ﹤0.01%
21,778
-3,227
2275
$337K ﹤0.01%
4,874
+51
89 90
91
92 93