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
2851
$133K ﹤0.01%
19,049
-4,615
2852
$131K ﹤0.01%
+14,816
2853
$131K ﹤0.01%
10,886
+250
2854
$130K ﹤0.01%
11,630
2855
$129K ﹤0.01%
+3,682
2856
$128K ﹤0.01%
38,090
+14,000
2857
$128K ﹤0.01%
18,603
-14,497
2858
$126K ﹤0.01%
+10,600
2859
$126K ﹤0.01%
25,793
+4,224
2860
$125K ﹤0.01%
2,230
-81
2861
$124K ﹤0.01%
11,715
-101
2862
$123K ﹤0.01%
20,329
-5,545
2863
$122K ﹤0.01%
3,080
2864
$120K ﹤0.01%
22,377
-13,169
2865
$119K ﹤0.01%
12,944
+284
2866
$119K ﹤0.01%
+13,575
2867
$119K ﹤0.01%
10,905
+502
2868
$118K ﹤0.01%
+14,420
2869
$118K ﹤0.01%
+15,323
2870
$117K ﹤0.01%
13,419
+2,395
2871
$116K ﹤0.01%
13,538
+1,283
2872
$114K ﹤0.01%
+14,866
2873
$113K ﹤0.01%
+15,885
2874
$112K ﹤0.01%
+10,063
2875
$111K ﹤0.01%
14,120
-695
113 114
115
116 117