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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.8B
AUM Growth
+$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,152
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$84.9M
3
+$65.7M
4
CCL icon
Carnival Corporation Ltd
CCL
+$53.5M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$49.1M

Top Sells

1
+$65.9M
2
+$57.9M
3
+$40.6M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$34.8M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$34.4M

Sector Composition

1 Technology 13.51%
2 Healthcare 10.74%
3 Financials 10.5%
4 Industrials 8.57%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$356K ﹤0.01%
+22,949
2402
$354K ﹤0.01%
5,322
+113
2403
$354K ﹤0.01%
9,576
2404
$354K ﹤0.01%
16,726
-12,723
2405
$352K ﹤0.01%
12,626
-762
2406
$352K ﹤0.01%
33,880
-1,712
2407
$351K ﹤0.01%
35,352
-3,190
2408
$351K ﹤0.01%
49,248
2409
$350K ﹤0.01%
60,145
-3,230
2410
$349K ﹤0.01%
20,330
+466
2411
$349K ﹤0.01%
19,252
+2,790
2412
$349K ﹤0.01%
19,531
-126
2413
$348K ﹤0.01%
17,490
+1,321
2414
$348K ﹤0.01%
10,026
+2,571
2415
$348K ﹤0.01%
1,174
+485
2416
$347K ﹤0.01%
32,652
+1,077
2417
$347K ﹤0.01%
10,132
-3,402
2418
$347K ﹤0.01%
7,124
-789
2419
$347K ﹤0.01%
29,873
+7,270
2420
$346K ﹤0.01%
+7,681
2421
$344K ﹤0.01%
8,580
+1,020
2422
$344K ﹤0.01%
+8,060
2423
$344K ﹤0.01%
53,537
+6,358
2424
$342K ﹤0.01%
12,209
-272
2425
$342K ﹤0.01%
9,177
-152
95 96
97
98 99