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
2326
$315K ﹤0.01%
11,799
-289
2327
$315K ﹤0.01%
16,226
-295
2328
$314K ﹤0.01%
10,497
-455
2329
$314K ﹤0.01%
6,185
-26
2330
$314K ﹤0.01%
+16,324
2331
$313K ﹤0.01%
20,240
+2,266
2332
$312K ﹤0.01%
12,366
-144
2333
$312K ﹤0.01%
17,517
+6,616
2334
$311K ﹤0.01%
+7,013
2335
$311K ﹤0.01%
+54,750
2336
$310K ﹤0.01%
31,783
+14,354
2337
$310K ﹤0.01%
4,878
-1,965
2338
$310K ﹤0.01%
+12,724
2339
$310K ﹤0.01%
26,179
2340
$310K ﹤0.01%
3,116
-55
2341
$310K ﹤0.01%
19,676
-4
2342
$309K ﹤0.01%
5,062
+744
2343
$309K ﹤0.01%
12,235
-5
2344
$309K ﹤0.01%
5,206
-3
2345
$308K ﹤0.01%
+5,012
2346
$306K ﹤0.01%
4,951
-73
2347
$306K ﹤0.01%
32,913
+22,313
2348
$306K ﹤0.01%
+14,146
2349
$304K ﹤0.01%
11,700
-763
2350
$304K ﹤0.01%
42,898
-44,290
92 93
94
95 96