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
2876
$111K ﹤0.01%
10,574
-114,426
2877
$110K ﹤0.01%
15,865
+1,201
2878
$110K ﹤0.01%
12,848
+1,400
2879
$110K ﹤0.01%
12,340
-252
2880
$108K ﹤0.01%
20,875
-200
2881
$105K ﹤0.01%
23,172
-6,780
2882
$103K ﹤0.01%
16,000
+1,000
2883
$101K ﹤0.01%
11,350
2884
$101K ﹤0.01%
11,441
-150
2885
$100K ﹤0.01%
11,262
+250
2886
$100K ﹤0.01%
2,131
+107
2887
$94K ﹤0.01%
1,111
-87
2888
$92K ﹤0.01%
+500
2889
$91K ﹤0.01%
24,552
-13
2890
$90K ﹤0.01%
115,923
-16,612
2891
$90K ﹤0.01%
11,147
-3,348
2892
$90K ﹤0.01%
+152,995
2893
$90K ﹤0.01%
+12,695
2894
$82K ﹤0.01%
10,142
-60
2895
$81K ﹤0.01%
14,524
-2,570
2896
$79K ﹤0.01%
+1,870
2897
$78K ﹤0.01%
+700
2898
$77K ﹤0.01%
+10,128
2899
$77K ﹤0.01%
3,638
-7,104
2900
$77K ﹤0.01%
23,000
+5,000
114 115
116
117 118