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
426
$16.4M 0.03%
209,616
-13,918
427
$16.3M 0.03%
355,609
+104,359
428
$16.2M 0.03%
101,959
-20,282
429
$16.2M 0.03%
111,140
+4,404
430
$16.1M 0.03%
1,102,400
+267,204
431
$16M 0.03%
73,016
+4,492
432
$16M 0.03%
181,771
-67,497
433
$15.9M 0.03%
100,709
+5,802
434
$15.9M 0.03%
281,238
+8,339
435
$15.9M 0.03%
61,496
+4,908
436
$15.9M 0.03%
265,980
+4,714
437
$15.8M 0.03%
330,103
+44,993
438
$15.8M 0.03%
493,083
-49,166
439
$15.7M 0.03%
105,162
+24,386
440
$15.7M 0.03%
73,451
+5,825
441
$15.6M 0.03%
806,341
-22,264
442
$15.6M 0.03%
734,633
-42,395
443
$15.5M 0.03%
81,286
-7,165
444
$15.5M 0.03%
235,407
-77,271
445
$15.5M 0.03%
595,590
+323,500
446
$15.4M 0.03%
86,374
-19,122
447
$15.4M 0.03%
856,422
-47,794
448
$15.2M 0.03%
302,975
-5,996
449
$15.2M 0.03%
457,748
+1,421
450
$15.2M 0.03%
264,517
+16,151
16 17
18
19 20