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
2901
$76K ﹤0.01%
11,251
-3,176
2902
$75K ﹤0.01%
+516
2903
$74K ﹤0.01%
23,500
+1,500
2904
$73K ﹤0.01%
22,599
2905
$68K ﹤0.01%
10,000
2906
$63K ﹤0.01%
1,178
+107
2907
$63K ﹤0.01%
+10,000
2908
$61K ﹤0.01%
57
-9
2909
$60K ﹤0.01%
11,015
-279
2910
$60K ﹤0.01%
+11,800
2911
$59K ﹤0.01%
+12,293
2912
$58K ﹤0.01%
44,684
2913
$57K ﹤0.01%
11,500
-2,500
2914
$55K ﹤0.01%
10,400
-2,080
2915
$55K ﹤0.01%
13,080
+1,203
2916
$49K ﹤0.01%
13,451
2917
$49K ﹤0.01%
10,470
-64,150
2918
$48K ﹤0.01%
54,626
-5,000
2919
$44K ﹤0.01%
+3,375
2920
$42K ﹤0.01%
+110,000
2921
$40K ﹤0.01%
563
+166
2922
$39K ﹤0.01%
867
-200
2923
$39K ﹤0.01%
11,078
-21,427
2924
$38K ﹤0.01%
10,800
2925
$38K ﹤0.01%
1,400
115 116
117
118 119