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
2301
$324K ﹤0.01%
14,854
-2,699
2302
$323K ﹤0.01%
+13,078
2303
$323K ﹤0.01%
32,975
+4,800
2304
$323K ﹤0.01%
16,377
-1,740
2305
$323K ﹤0.01%
+5,042
2306
$323K ﹤0.01%
17,209
-16
2307
$322K ﹤0.01%
+10,250
2308
$321K ﹤0.01%
3,596
-478
2309
$321K ﹤0.01%
13,538
-40,430
2310
$321K ﹤0.01%
2,637
-687
2311
$321K ﹤0.01%
37,480
+3,081
2312
$321K ﹤0.01%
+5,582
2313
$320K ﹤0.01%
41,665
-3,361
2314
$320K ﹤0.01%
22,370
+1,792
2315
$320K ﹤0.01%
14,035
+313
2316
$319K ﹤0.01%
+3,809
2317
$319K ﹤0.01%
24,030
+5,840
2318
$318K ﹤0.01%
+3,611
2319
$317K ﹤0.01%
23,148
-1,990
2320
$317K ﹤0.01%
20,863
+3,820
2321
$317K ﹤0.01%
21,368
2322
$316K ﹤0.01%
28,963
2323
$316K ﹤0.01%
12,467
-20
2324
$316K ﹤0.01%
8,558
+445
2325
$316K ﹤0.01%
+3,024
91 92
93
94 95