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
276
$30.2M 0.06%
157,583
+1,454
277
$30M 0.06%
246,017
-8,070
278
$29.3M 0.06%
271,927
+24,748
279
$29.2M 0.06%
90,520
+63,569
280
$29.1M 0.06%
707,399
+29,925
281
$29M 0.06%
496,872
+2,440
282
$28.9M 0.06%
645,074
+41,330
283
$28.9M 0.06%
103,409
-3,269
284
$28.8M 0.06%
249,223
+59,476
285
$28.6M 0.06%
460,186
+9,299
286
$28.5M 0.06%
204,798
-25,396
287
$28.2M 0.06%
574,560
+98,728
288
$28.2M 0.06%
662,695
+281,032
289
$28.1M 0.06%
784,558
+11,467
290
$27.8M 0.06%
244,372
+105,621
291
$27.6M 0.06%
108,058
+476
292
$27.5M 0.06%
406,833
+20,918
293
$27.5M 0.06%
550,759
+28,020
294
$27.4M 0.06%
359,026
-3,339
295
$27.2M 0.06%
334,000
+83,104
296
$27.2M 0.06%
181,764
+38,652
297
$27M 0.06%
530,968
-9,921
298
$26.9M 0.06%
562,251
+90,746
299
$26.4M 0.06%
187,324
+90,885
300
$26.1M 0.05%
374,782
+2,343
10 11
12
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