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
2676
$234K ﹤0.01%
15,455
2677
$233K ﹤0.01%
54,973
+1,940
2678
$233K ﹤0.01%
+4,883
2679
$233K ﹤0.01%
+2,217
2680
$231K ﹤0.01%
+17,750
2681
$231K ﹤0.01%
4,854
-1,561
2682
$231K ﹤0.01%
3,252
+305
2683
$230K ﹤0.01%
7,035
-145
2684
$229K ﹤0.01%
6,082
-330
2685
$227K ﹤0.01%
5,497
-185
2686
$227K ﹤0.01%
+6,160
2687
$227K ﹤0.01%
42,075
-19,400
2688
$227K ﹤0.01%
2,261
-956
2689
$227K ﹤0.01%
4,536
-3,362
2690
$227K ﹤0.01%
+9,929
2691
$225K ﹤0.01%
3,066
+13
2692
$225K ﹤0.01%
6,100
-2,900
2693
$225K ﹤0.01%
2,897
-12,189
2694
$224K ﹤0.01%
6,525
-700
2695
$224K ﹤0.01%
10,953
-6,584
2696
$224K ﹤0.01%
8,800
2697
$224K ﹤0.01%
+7,942
2698
$224K ﹤0.01%
+1,852
2699
$223K ﹤0.01%
16,709
+1,409
2700
$223K ﹤0.01%
+11,714
106 107
108
109 110