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
476
$13.8M 0.03%
90,816
-1,784
477
$13.7M 0.03%
311,984
+177,556
478
$13.7M 0.03%
246,523
+22,005
479
$13.7M 0.03%
381,555
-90,646
480
$13.6M 0.03%
292,311
+30,582
481
$13.6M 0.03%
441,686
+12,577
482
$13.6M 0.03%
28,139
+116
483
$13.6M 0.03%
102,053
+11,775
484
$13.5M 0.03%
174,655
-11,562
485
$13.5M 0.03%
198,270
+45,284
486
$13.4M 0.03%
324,200
-4,036
487
$13.4M 0.03%
387,069
-21,100
488
$13.4M 0.03%
144,870
-6,230
489
$13.4M 0.03%
438,347
-23,063
490
$13.4M 0.03%
415,057
+79,415
491
$13.3M 0.03%
68,046
-1,611
492
$13.3M 0.03%
140,537
+34,396
493
$13.3M 0.03%
144,809
-9,622
494
$13.3M 0.03%
82,283
+736
495
$13.2M 0.03%
276,556
+161,371
496
$13.2M 0.03%
245,591
-10,343
497
$13.2M 0.03%
350,958
+12,797
498
$13.1M 0.03%
1,912,471
-43,967
499
$13.1M 0.03%
325,441
+10,852
500
$13.1M 0.03%
50,008
+34,391
18 19
20
21 22