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
2401
$278K ﹤0.01%
24,523
-840
2402
$277K ﹤0.01%
23,553
-3,284
2403
$276K ﹤0.01%
26,930
-37,292
2404
$276K ﹤0.01%
40,890
+7,292
2405
$276K ﹤0.01%
25,203
+3,595
2406
$275K ﹤0.01%
2,419
-26
2407
$275K ﹤0.01%
17,744
-4,177
2408
$274K ﹤0.01%
2,265
+16
2409
$274K ﹤0.01%
16,265
+5,292
2410
$274K ﹤0.01%
2,680
+442
2411
$274K ﹤0.01%
37,940
+1,760
2412
$273K ﹤0.01%
6,251
-228
2413
$273K ﹤0.01%
+16,305
2414
$273K ﹤0.01%
11,407
+2,852
2415
$272K ﹤0.01%
28,378
-8,531
2416
$271K ﹤0.01%
+8,994
2417
$270K ﹤0.01%
19,480
2418
$270K ﹤0.01%
22,197
-5,441
2419
$270K ﹤0.01%
12,075
-2,825
2420
$269K ﹤0.01%
5,195
-286
2421
$268K ﹤0.01%
4,418
-4,312
2422
$268K ﹤0.01%
+25,000
2423
$267K ﹤0.01%
8,194
-7,817
2424
$267K ﹤0.01%
9,108
-7,124
2425
$267K ﹤0.01%
7,420
-1,410
95 96
97
98 99