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
376
$18.9M 0.04%
630,681
+347,442
377
$18.6M 0.04%
74,546
-3,977
378
$18.6M 0.04%
343,627
-25,632
379
$18.5M 0.04%
250,304
+50,618
380
$18.5M 0.04%
1,420,440
-29,569
381
$18.4M 0.04%
203,393
+24,411
382
$18.4M 0.04%
243,660
+20,086
383
$18.4M 0.04%
480,772
-37,161
384
$18.3M 0.04%
120,084
-3,162
385
$18.3M 0.04%
225,754
+96,262
386
$18.3M 0.04%
327,636
+8,382
387
$18.2M 0.04%
101,254
-5,494
388
$18.1M 0.04%
626,068
+60,510
389
$18.1M 0.04%
194,086
-62,584
390
$18.1M 0.04%
117,470
+11,343
391
$18M 0.04%
562,433
-114,624
392
$18M 0.04%
178,585
-11,915
393
$18M 0.04%
1,190,176
+114,448
394
$17.9M 0.04%
213,073
-7,304
395
$17.9M 0.04%
716,922
-2
396
$17.9M 0.04%
577,625
+536,210
397
$17.8M 0.04%
785,452
-39,324
398
$17.8M 0.04%
1,794,943
-3,599
399
$17.7M 0.04%
159,499
+11,962
400
$17.7M 0.04%
532,339
-46,237
14 15
16
17 18