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
2726
$215K ﹤0.01%
9,372
+5,477
2727
$215K ﹤0.01%
27,315
-13
2728
$215K ﹤0.01%
6,495
+2
2729
$215K ﹤0.01%
+3,993
2730
$214K ﹤0.01%
+1,880
2731
$211K ﹤0.01%
8,074
-3,432
2732
$211K ﹤0.01%
+11,234
2733
$210K ﹤0.01%
+3,603
2734
$210K ﹤0.01%
1,748
-254
2735
$210K ﹤0.01%
+7,843
2736
$210K ﹤0.01%
+2,243
2737
$209K ﹤0.01%
13,205
-1,032
2738
$209K ﹤0.01%
9,500
-34,622
2739
$209K ﹤0.01%
11,421
-289
2740
$209K ﹤0.01%
+2,006
2741
$209K ﹤0.01%
+4,759
2742
$209K ﹤0.01%
13,773
-4,300
2743
$208K ﹤0.01%
+6,603
2744
$207K ﹤0.01%
+1,868
2745
$207K ﹤0.01%
11,895
+320
2746
$207K ﹤0.01%
+2,709
2747
$207K ﹤0.01%
19,128
-539
2748
$207K ﹤0.01%
4,478
+2,266
2749
$206K ﹤0.01%
+13,537
2750
$206K ﹤0.01%
+3,263
108 109
110
111 112