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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$184M
2
+$144M
3
+$127M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$123M
5
AMZN icon
Amazon
AMZN
+$99.4M

Top Sells

1
+$143M
2
+$79.5M
3
+$56.7M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$39.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.7M

Sector Composition

1 Technology 14.55%
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
3026
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-57,899
3027
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-4,604
3028
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-38,812
3029
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-1,878
3030
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-17,358
3031
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3032
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-13,043
3033
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-2,758
3034
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-14,672
3035
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-100,000
3036
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3037
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3038
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-17,061
3039
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3040
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3041
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3043
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3044
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3045
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3046
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-111,902
3047
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-9,950
3048
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3049
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3050
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-33,463
120 121
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