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
2576
$277K ﹤0.01%
+27,660
2577
$276K ﹤0.01%
+4,518
2578
$276K ﹤0.01%
18,283
+7,583
2579
$276K ﹤0.01%
+27,150
2580
$275K ﹤0.01%
+3,425
2581
$275K ﹤0.01%
12,763
+851
2582
$274K ﹤0.01%
45,948
+4,453
2583
$273K ﹤0.01%
+3,966
2584
$273K ﹤0.01%
12,545
-1,686
2585
$273K ﹤0.01%
+9,846
2586
$273K ﹤0.01%
13,868
-4,386
2587
$272K ﹤0.01%
3,031
-592
2588
$272K ﹤0.01%
8,484
+1,588
2589
$272K ﹤0.01%
+26,117
2590
$271K ﹤0.01%
+19,389
2591
$270K ﹤0.01%
18,806
-14,006
2592
$269K ﹤0.01%
15,830
-500
2593
$268K ﹤0.01%
13,428
+2,500
2594
$268K ﹤0.01%
4,090
+629
2595
$268K ﹤0.01%
2,931
+1
2596
$268K ﹤0.01%
+9,149
2597
$268K ﹤0.01%
31,696
2598
$268K ﹤0.01%
+6,808
2599
$267K ﹤0.01%
5,784
-652
2600
$265K ﹤0.01%
11,071
-916
102 103
104
105 106