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
2426
$266K ﹤0.01%
17,883
-6,455
2427
$265K ﹤0.01%
51,969
-1,716
2428
$265K ﹤0.01%
24,906
+3,822
2429
$265K ﹤0.01%
25,680
-14,832
2430
$265K ﹤0.01%
43,748
-127
2431
$264K ﹤0.01%
8,600
-5,532
2432
$264K ﹤0.01%
+9,564
2433
$263K ﹤0.01%
+3,378
2434
$262K ﹤0.01%
12,900
2435
$261K ﹤0.01%
14,026
+809
2436
$261K ﹤0.01%
2,490
-778
2437
$261K ﹤0.01%
24,900
-2,621
2438
$260K ﹤0.01%
+10,898
2439
$260K ﹤0.01%
10,962
-1,731
2440
$259K ﹤0.01%
+7,550
2441
$259K ﹤0.01%
+7,198
2442
$259K ﹤0.01%
5,219
+175
2443
$258K ﹤0.01%
12,318
2444
$258K ﹤0.01%
11,546
+752
2445
$258K ﹤0.01%
+35,800
2446
$258K ﹤0.01%
+8,600
2447
$257K ﹤0.01%
27,025
-2,216
2448
$257K ﹤0.01%
+14,311
2449
$257K ﹤0.01%
12,391
+856
2450
$257K ﹤0.01%
+16,487
96 97
98
99 100