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
2276
$337K ﹤0.01%
97,308
-254,459
2277
$336K ﹤0.01%
41,220
-396,496
2278
$336K ﹤0.01%
5,855
-252
2279
$336K ﹤0.01%
145,360
-260,195
2280
$336K ﹤0.01%
21,339
+10,926
2281
$335K ﹤0.01%
23,492
+4,229
2282
$335K ﹤0.01%
9,591
+757
2283
$335K ﹤0.01%
+30,000
2284
$335K ﹤0.01%
9,245
-738
2285
$335K ﹤0.01%
13,722
+102
2286
$333K ﹤0.01%
62,739
+9,632
2287
$332K ﹤0.01%
18,527
-2,419
2288
$332K ﹤0.01%
27,978
+14,110
2289
$331K ﹤0.01%
15,135
2290
$331K ﹤0.01%
8,631
+1,648
2291
$330K ﹤0.01%
3,315
-155
2292
$329K ﹤0.01%
+32,750
2293
$327K ﹤0.01%
11,058
2294
$327K ﹤0.01%
15,765
-55,545
2295
$327K ﹤0.01%
34,286
-42,110
2296
$327K ﹤0.01%
16,015
+1,993
2297
$327K ﹤0.01%
29,402
-294
2298
$327K ﹤0.01%
23,086
-543
2299
$325K ﹤0.01%
57,404
+3,300
2300
$325K ﹤0.01%
11,733
+917
90 91
92
93 94