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
2376
$295K ﹤0.01%
10,164
-25,857
2377
$294K ﹤0.01%
10,564
-228
2378
$294K ﹤0.01%
8,499
-3,977
2379
$294K ﹤0.01%
21,069
+8,165
2380
$294K ﹤0.01%
6,744
-300
2381
$293K ﹤0.01%
+3,751
2382
$293K ﹤0.01%
7,681
2383
$293K ﹤0.01%
+7,532
2384
$293K ﹤0.01%
29,320
-317
2385
$292K ﹤0.01%
+4,376
2386
$291K ﹤0.01%
6,205
+197
2387
$290K ﹤0.01%
11,200
2388
$289K ﹤0.01%
3,129
-7,234
2389
$289K ﹤0.01%
17,452
+4,192
2390
$288K ﹤0.01%
1,465
-271
2391
$287K ﹤0.01%
12,148
-567
2392
$286K ﹤0.01%
14,199
-576
2393
$285K ﹤0.01%
11,906
-15,604
2394
$284K ﹤0.01%
4,368
+336
2395
$284K ﹤0.01%
+9,330
2396
$283K ﹤0.01%
9,377
+4
2397
$282K ﹤0.01%
17,581
-5,982
2398
$281K ﹤0.01%
+14,249
2399
$279K ﹤0.01%
+7,597
2400
$279K ﹤0.01%
18,499
-1,486
94 95
96
97 98