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
2801
$171K ﹤0.01%
+14,133
2802
$171K ﹤0.01%
18,159
+1,264
2803
$171K ﹤0.01%
15,859
-4,428
2804
$170K ﹤0.01%
21,316
2805
$168K ﹤0.01%
21,598
-9,037
2806
$168K ﹤0.01%
16,000
2807
$167K ﹤0.01%
18,822
-3,878
2808
$166K ﹤0.01%
+52,290
2809
$166K ﹤0.01%
11,859
+797
2810
$166K ﹤0.01%
16,981
+1,481
2811
$164K ﹤0.01%
42,893
-99,234
2812
$163K ﹤0.01%
+15,436
2813
$162K ﹤0.01%
+30,000
2814
$160K ﹤0.01%
2,950
-392
2815
$159K ﹤0.01%
+10,459
2816
$157K ﹤0.01%
+14,253
2817
$157K ﹤0.01%
+3,044
2818
$156K ﹤0.01%
11,620
-600
2819
$156K ﹤0.01%
13,286
-822
2820
$156K ﹤0.01%
11,000
-100
2821
$156K ﹤0.01%
4,764
-610
2822
$154K ﹤0.01%
10,059
-282
2823
$154K ﹤0.01%
11,059
+116
2824
$154K ﹤0.01%
19,050
2825
$153K ﹤0.01%
+14,705
111 112
113
114 115