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
251
$36.1M 0.08%
622,047
+75,012
252
$35.6M 0.07%
305,898
+28,576
253
$35.1M 0.07%
445,885
+11,865
254
$35.1M 0.07%
17,143
+4,342
255
$35M 0.07%
201,711
+5,961
256
$34.7M 0.07%
408,213
+44,353
257
$34.3M 0.07%
420,409
+6,046
258
$34.3M 0.07%
121,404
+75,175
259
$34.2M 0.07%
323,800
+87,128
260
$34M 0.07%
883,956
+166,002
261
$33.6M 0.07%
359,733
+169,826
262
$33.4M 0.07%
226,343
+14,640
263
$33.4M 0.07%
168,430
+71,028
264
$33.3M 0.07%
635,214
+148,030
265
$33.2M 0.07%
1,146,569
-36,170
266
$32.9M 0.07%
871,962
+27,889
267
$32.9M 0.07%
538,794
+100,907
268
$32.8M 0.07%
763,748
-16,853
269
$32.5M 0.07%
387,418
+19,547
270
$32.4M 0.07%
539,157
+27,098
271
$32.3M 0.07%
810,630
+463,900
272
$31.7M 0.07%
272,538
-98,329
273
$31.7M 0.07%
284,765
-5,039
274
$31.3M 0.07%
248,847
+56,077
275
$30.5M 0.06%
201,399
-18,124
9 10
11
12 13