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
2776
$192K ﹤0.01%
29,766
-6,717
2777
$191K ﹤0.01%
13,804
-3,822
2778
$190K ﹤0.01%
14,161
-2,023
2779
$190K ﹤0.01%
+22,385
2780
$189K ﹤0.01%
+10,483
2781
$188K ﹤0.01%
+10,773
2782
$188K ﹤0.01%
16,530
-3,144
2783
$187K ﹤0.01%
+13,422
2784
$187K ﹤0.01%
21,109
2785
$186K ﹤0.01%
17,553
-2,448
2786
$185K ﹤0.01%
18,658
-772
2787
$184K ﹤0.01%
11,832
+216
2788
$184K ﹤0.01%
30,041
+11,369
2789
$183K ﹤0.01%
12,603
-2,500
2790
$183K ﹤0.01%
13,875
+2,549
2791
$181K ﹤0.01%
16,376
-80,074
2792
$178K ﹤0.01%
15,789
2793
$177K ﹤0.01%
12,774
-59
2794
$177K ﹤0.01%
16,637
2795
$176K ﹤0.01%
23,800
2796
$175K ﹤0.01%
37,924
-4,876
2797
$174K ﹤0.01%
22,350
+10,000
2798
$174K ﹤0.01%
10,191
-1,691
2799
$172K ﹤0.01%
16,725
+27
2800
$171K ﹤0.01%
21,009
+124
110 111
112
113 114