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
2476
$339K ﹤0.01%
20,700
-10,147
2477
$339K ﹤0.01%
443,834
-57,012
2478
$339K ﹤0.01%
15,336
2479
$338K ﹤0.01%
2,798
-7,667
2480
$338K ﹤0.01%
19,039
-4,518
2481
$338K ﹤0.01%
5,556
+123
2482
$338K ﹤0.01%
6,749
+979
2483
$337K ﹤0.01%
17,445
+1,760
2484
$333K ﹤0.01%
23,300
2485
$333K ﹤0.01%
2,698
-2,144
2486
$332K ﹤0.01%
16,003
-87,573
2487
$331K ﹤0.01%
13,736
+4,044
2488
$330K ﹤0.01%
2,502
+788
2489
$330K ﹤0.01%
10,815
+2,500
2490
$329K ﹤0.01%
23,705
+4,338
2491
$329K ﹤0.01%
+3,391
2492
$328K ﹤0.01%
8,667
+1,059
2493
$327K ﹤0.01%
6,960
+684
2494
$327K ﹤0.01%
9,044
-532
2495
$326K ﹤0.01%
7,727
-826
2496
$326K ﹤0.01%
22,147
+8,544
2497
$326K ﹤0.01%
29,718
-460
2498
$324K ﹤0.01%
27,034
-2,925
2499
$323K ﹤0.01%
12,026
+397
2500
$321K ﹤0.01%
+5,488
98 99
100
101 102