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
2651
$242K ﹤0.01%
2,041
+14
2652
$242K ﹤0.01%
14,644
+2,494
2653
$242K ﹤0.01%
+5,065
2654
$242K ﹤0.01%
+2,456
2655
$242K ﹤0.01%
32,694
+7,205
2656
$241K ﹤0.01%
12,166
-12,815
2657
$241K ﹤0.01%
7,761
2658
$240K ﹤0.01%
7,241
-69
2659
$240K ﹤0.01%
+10,395
2660
$240K ﹤0.01%
+30,100
2661
$239K ﹤0.01%
28,237
-33,616
2662
$239K ﹤0.01%
11,965
+3,000
2663
$239K ﹤0.01%
+2,701
2664
$239K ﹤0.01%
15,034
+893
2665
$238K ﹤0.01%
14,575
+1,898
2666
$238K ﹤0.01%
+10,230
2667
$238K ﹤0.01%
8,885
-1,213
2668
$238K ﹤0.01%
+11,381
2669
$237K ﹤0.01%
9,487
-1,803
2670
$236K ﹤0.01%
29,927
-2,754
2671
$236K ﹤0.01%
19,641
-7,573
2672
$236K ﹤0.01%
+6,390
2673
$235K ﹤0.01%
11,344
-481
2674
$234K ﹤0.01%
7,075
-12,320
2675
$234K ﹤0.01%
7,911
-10,366
105 106
107
108 109