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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
3051
– –
-65,950
3052
– –
-48,700
3053
– –
-80,414
3054
– –
-61,843
3055
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-12,797
3056
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-3,162
3057
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-74,207
3058
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-11,802
3059
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-10,929
3060
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-132,346
3061
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-31,142
3062
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-25,000
3063
$0 ﹤0.01%
10,089
-522
3064
– –
-7,740
3065
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-67,607
3066
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-11,726
3067
– –
-22,622
3068
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-6,734
3069
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-51,126
3070
– –
-22,048
3071
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-106,450
3072
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-430,977
3073
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-12,500
3074
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-55,537
3075
– –
-57,777
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