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
401
$17.6M 0.04%
516,932
+215,948
402
$17.6M 0.04%
61,763
+5,805
403
$17.6M 0.04%
203,687
+71,633
404
$17.5M 0.04%
104,608
+32,102
405
$17.4M 0.04%
307,279
-50,695
406
$17.4M 0.04%
356,766
+52,590
407
$17.3M 0.04%
560,177
-84,476
408
$17.3M 0.04%
344,432
-25,360
409
$17.2M 0.04%
142,719
+9,869
410
$17.2M 0.04%
701,352
-36,990
411
$17.2M 0.04%
635,920
+263,888
412
$17.2M 0.04%
249,005
+5,745
413
$17.2M 0.04%
96,496
-7,489
414
$17.1M 0.04%
88,750
+60,978
415
$17.1M 0.04%
103,865
+101,731
416
$17.1M 0.04%
365,301
+16,530
417
$17M 0.04%
307,895
-136,054
418
$17M 0.04%
239,677
-52,963
419
$16.9M 0.04%
45,076
+5,686
420
$16.8M 0.04%
381,454
+48,149
421
$16.7M 0.03%
131,308
+74,083
422
$16.7M 0.03%
310,285
+103,316
423
$16.7M 0.03%
156,961
+5,694
424
$16.6M 0.03%
120,120
+15,339
425
$16.4M 0.03%
448,709
-30,570
15 16
17
18 19