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
2626
$254K ﹤0.01%
19,500
-1,079
2627
$253K ﹤0.01%
+2,825
2628
$253K ﹤0.01%
3,305
-2,953
2629
$253K ﹤0.01%
+11,915
2630
$253K ﹤0.01%
17,686
2631
$252K ﹤0.01%
14,319
-194
2632
$251K ﹤0.01%
32,782
+3,256
2633
$251K ﹤0.01%
3,161
-487
2634
$251K ﹤0.01%
8,100
-100
2635
$251K ﹤0.01%
1,703
-2,573
2636
$250K ﹤0.01%
10,821
-221
2637
$250K ﹤0.01%
13,718
-77
2638
$249K ﹤0.01%
4,867
-1,089
2639
$249K ﹤0.01%
5,897
-2,940
2640
$249K ﹤0.01%
15,757
+699
2641
$247K ﹤0.01%
2,762
-1,694
2642
$247K ﹤0.01%
+3,744
2643
$247K ﹤0.01%
11,839
-271
2644
$247K ﹤0.01%
3,022
-916
2645
$246K ﹤0.01%
+20,000
2646
$246K ﹤0.01%
17,826
+100
2647
$245K ﹤0.01%
8,264
-438
2648
$244K ﹤0.01%
4,970
-81
2649
$244K ﹤0.01%
+9,340
2650
$243K ﹤0.01%
+6,537
104 105
106
107 108