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
2826
$153K ﹤0.01%
+10,537
2827
$153K ﹤0.01%
15,570
+1,000
2828
$152K ﹤0.01%
+29,020
2829
$151K ﹤0.01%
10,220
2830
$151K ﹤0.01%
10,937
2831
$151K ﹤0.01%
19,514
-40,672
2832
$151K ﹤0.01%
15,439
-30,705
2833
$150K ﹤0.01%
16,407
+1,530
2834
$144K ﹤0.01%
11,308
-702
2835
$143K ﹤0.01%
11,605
-1,705
2836
$143K ﹤0.01%
11,500
2837
$143K ﹤0.01%
11,217
+233
2838
$142K ﹤0.01%
10,000
2839
$142K ﹤0.01%
15,808
-58,543
2840
$142K ﹤0.01%
23,702
+6,102
2841
$142K ﹤0.01%
267,582
-92
2842
$141K ﹤0.01%
20,457
+651
2843
$140K ﹤0.01%
15,071
+71
2844
$140K ﹤0.01%
17,784
+6,155
2845
$140K ﹤0.01%
10,012
-800
2846
$138K ﹤0.01%
+14,382
2847
$138K ﹤0.01%
+10,019
2848
$138K ﹤0.01%
21,524
-24,114
2849
$137K ﹤0.01%
+10,433
2850
$136K ﹤0.01%
14,900
-2,650
112 113
114
115 116