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
451
$15.2M 0.03%
205,861
+1,421
452
$15.2M 0.03%
+215,766
453
$15.1M 0.03%
513,737
+46,927
454
$15M 0.03%
239,029
+81,264
455
$15M 0.03%
707,325
+63,777
456
$15M 0.03%
351,037
-8,917
457
$14.9M 0.03%
228,166
-86,156
458
$14.8M 0.03%
181,295
-8,438
459
$14.8M 0.03%
186,293
-61,676
460
$14.7M 0.03%
1,572,778
-27,662
461
$14.7M 0.03%
988,992
+43,622
462
$14.6M 0.03%
262,907
-94,724
463
$14.4M 0.03%
193,926
-10,694
464
$14.3M 0.03%
280,505
-135
465
$14.3M 0.03%
438,851
-200,572
466
$14.2M 0.03%
207,694
+16,674
467
$14.2M 0.03%
195,226
-14,634
468
$14.2M 0.03%
286,120
+47,655
469
$14.2M 0.03%
208,856
-11,441
470
$14.2M 0.03%
742,783
-55,599
471
$14.1M 0.03%
243,532
+208
472
$14M 0.03%
197,200
+12,194
473
$13.9M 0.03%
156,538
-14,428
474
$13.8M 0.03%
164,323
+49,920
475
$13.8M 0.03%
376,972
+37,103
17 18
19
20 21