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
2751
$206K ﹤0.01%
+6,355
2752
$205K ﹤0.01%
37,844
-414,811
2753
$205K ﹤0.01%
13,846
-3,445
2754
$204K ﹤0.01%
17,386
2755
$204K ﹤0.01%
9,491
-47,090
2756
$203K ﹤0.01%
+7,418
2757
$203K ﹤0.01%
+7,911
2758
$203K ﹤0.01%
+5,413
2759
$203K ﹤0.01%
+2,549
2760
$203K ﹤0.01%
+7,849
2761
$203K ﹤0.01%
14,308
+3,700
2762
$203K ﹤0.01%
+4,414
2763
$202K ﹤0.01%
2,399
-16,149
2764
$202K ﹤0.01%
+8,952
2765
$202K ﹤0.01%
6,735
-166
2766
$202K ﹤0.01%
15,300
+4,000
2767
$201K ﹤0.01%
3,245
+450
2768
$200K ﹤0.01%
+2,332
2769
$200K ﹤0.01%
+13,889
2770
$197K ﹤0.01%
15,000
2771
$197K ﹤0.01%
33,365
+52
2772
$197K ﹤0.01%
+22,600
2773
$195K ﹤0.01%
14,120
+1,462
2774
$195K ﹤0.01%
+14,767
2775
$194K ﹤0.01%
10,582
-555
109 110
111
112 113