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
351
$21M 0.04%
324,210
-24,022
352
$20.9M 0.04%
194,557
+16,213
353
$20.7M 0.04%
658,390
+53,694
354
$20.5M 0.04%
287,768
+10,784
355
$20.4M 0.04%
757,344
+39,275
356
$20.4M 0.04%
341,150
+20,890
357
$20.4M 0.04%
153,797
-8,454
358
$20.4M 0.04%
88,776
+5,293
359
$20.2M 0.04%
335,241
+17,856
360
$20.1M 0.04%
790,030
+21,276
361
$20.1M 0.04%
325,048
+48,716
362
$19.9M 0.04%
271,773
-451
363
$19.9M 0.04%
263,909
+5,419
364
$19.9M 0.04%
178,754
-6,224
365
$19.9M 0.04%
679,845
+14,640
366
$19.8M 0.04%
78,908
-25,243
367
$19.6M 0.04%
544,751
-149,109
368
$19.4M 0.04%
57,962
+1,138
369
$19.4M 0.04%
388,455
+91,190
370
$19.3M 0.04%
258,323
+18,451
371
$19.2M 0.04%
126,116
+79,782
372
$19.2M 0.04%
473,226
+13,025
373
$19.1M 0.04%
82,397
+27,986
374
$19.1M 0.04%
825,255
-11,271
375
$18.9M 0.04%
463,425
-99,866
13 14
15
16 17