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
$48B
AUM Growth
+$8.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,167
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$150M
3
+$127M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$127M
5
AMZN icon
Amazon
AMZN
+$104M

Top Sells

1
+$143M
2
+$79.5M
3
+$58.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$40.7M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$23.4M

Sector Composition

1 Technology 14.56%
2 Healthcare 11.01%
3 Financials 10.12%
4 Industrials 8.95%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41.7M 0.09%
710,041
+20,066
227
$41.3M 0.09%
530,877
+12,255
228
$41.1M 0.09%
1,337,521
+401,318
229
$41.1M 0.09%
121
+19
230
$41M 0.09%
350,925
+140,861
231
$40.8M 0.09%
691,910
-73,760
232
$40.6M 0.08%
841,902
-21,720
233
$40.3M 0.08%
1,595,038
+90,306
234
$40.1M 0.08%
224,185
+4,318
235
$39.8M 0.08%
597,021
+82,388
236
$39.6M 0.08%
192,648
+76
237
$39.6M 0.08%
453,763
+9,143
238
$39.4M 0.08%
202,893
+2,964
239
$39.2M 0.08%
414,253
+26,019
240
$39.1M 0.08%
197,886
+66,585
241
$38.8M 0.08%
380,749
+140,632
242
$38.6M 0.08%
471,611
+26,499
243
$38.5M 0.08%
452,678
-35,746
244
$38.2M 0.08%
128,903
+47,591
245
$38.2M 0.08%
668,311
+11,631
246
$37.8M 0.08%
394,894
-3,526
247
$37.7M 0.08%
712,845
+50,499
248
$37.6M 0.08%
1,220,802
+73,939
249
$37.1M 0.08%
125,489
+60,914
250
$36.3M 0.08%
503,920
+397,846
8 9
10
11 12