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
2351
$304K ﹤0.01%
+18,286
2352
$304K ﹤0.01%
35,806
+2,550
2353
$304K ﹤0.01%
+2,164
2354
$303K ﹤0.01%
5,721
+251
2355
$303K ﹤0.01%
26,747
+3,424
2356
$303K ﹤0.01%
17,036
+165
2357
$303K ﹤0.01%
11,842
-8,969
2358
$303K ﹤0.01%
7,820
-6,624
2359
$302K ﹤0.01%
92,545
-279,376
2360
$302K ﹤0.01%
+10,376
2361
$302K ﹤0.01%
22,050
+1,000
2362
$301K ﹤0.01%
+24,686
2363
$301K ﹤0.01%
10,213
+737
2364
$301K ﹤0.01%
10,464
+405
2365
$301K ﹤0.01%
22,112
+600
2366
$301K ﹤0.01%
+12,766
2367
$300K ﹤0.01%
+11,253
2368
$300K ﹤0.01%
22,090
+1,000
2369
$300K ﹤0.01%
7,063
-606
2370
$298K ﹤0.01%
+2,346
2371
$298K ﹤0.01%
3,482
2372
$297K ﹤0.01%
+8,176
2373
$297K ﹤0.01%
13,725
-15,832
2374
$297K ﹤0.01%
+12,984
2375
$297K ﹤0.01%
22,507
+1,693
93 94
95
96 97