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
2451
$257K ﹤0.01%
5,290
+653
2452
$257K ﹤0.01%
21,985
+388
2453
$256K ﹤0.01%
9,642
-1,721
2454
$256K ﹤0.01%
4,282
-2,890
2455
$256K ﹤0.01%
+3,103
2456
$256K ﹤0.01%
22,007
+1,540
2457
$255K ﹤0.01%
7,891
-6,042
2458
$255K ﹤0.01%
519
2459
$255K ﹤0.01%
4,072
2460
$255K ﹤0.01%
+5,606
2461
$254K ﹤0.01%
13,290
-769
2462
$254K ﹤0.01%
+7,306
2463
$253K ﹤0.01%
+3,439
2464
$253K ﹤0.01%
3,672
+201
2465
$253K ﹤0.01%
3,235
-1,550
2466
$253K ﹤0.01%
5,278
-288
2467
$253K ﹤0.01%
+24,300
2468
$252K ﹤0.01%
22,850
+3,296
2469
$252K ﹤0.01%
+32,661
2470
$252K ﹤0.01%
5,098
+286
2471
$251K ﹤0.01%
25,000
2472
$251K ﹤0.01%
3,288
-265
2473
$250K ﹤0.01%
10,484
-2,300
2474
$250K ﹤0.01%
60,593
+11,695
2475
$249K ﹤0.01%
21,727
-3,005
97 98
99
100 101