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
501
$13M 0.03%
129,970
+72,856
502
$13M 0.03%
89,457
+4,685
503
$12.8M 0.03%
77,666
+13,980
504
$12.8M 0.03%
404,995
+45,339
505
$12.8M 0.03%
382,715
+94,852
506
$12.8M 0.03%
386,752
-22,131
507
$12.8M 0.03%
553,522
-242,801
508
$12.7M 0.03%
680,140
+147,990
509
$12.7M 0.03%
105,376
+83,642
510
$12.7M 0.03%
741,576
-764,489
511
$12.7M 0.03%
258,442
-13,688
512
$12.7M 0.03%
129,995
+82,081
513
$12.6M 0.03%
115,684
+5,038
514
$12.6M 0.03%
784,424
+211,513
515
$12.5M 0.03%
489,914
+44,405
516
$12.5M 0.03%
603,855
+45,685
517
$12.5M 0.03%
66,118
+60,902
518
$12.5M 0.03%
247,906
-10,932
519
$12.5M 0.03%
221,888
-11,408
520
$12.5M 0.03%
179,803
-4,947
521
$12.4M 0.03%
128,450
-2,917
522
$12.4M 0.03%
165,485
-25,024
523
$12.4M 0.03%
438,450
-29,814
524
$12.4M 0.03%
201,691
-3,981
525
$12.3M 0.03%
140,811
+36,073
19 20
21
22 23