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
526
$12.3M 0.03%
401,779
+21,224
527
$12.3M 0.03%
84,801
+11,664
528
$12.3M 0.03%
233,548
-1,030
529
$12.3M 0.03%
600,064
-70,778
530
$12.3M 0.03%
137,083
+15,647
531
$12.3M 0.03%
97,543
-28,759
532
$12.3M 0.03%
496,789
+21,396
533
$12.2M 0.03%
243,722
+32,063
534
$12.2M 0.03%
193,767
+9,660
535
$12.1M 0.03%
93,042
+6,852
536
$12.1M 0.03%
699,596
-131,784
537
$12.1M 0.03%
858,085
+117,126
538
$12M 0.03%
350,402
+32,939
539
$12M 0.03%
408,438
+64,585
540
$12M 0.03%
406,968
+117,708
541
$12M 0.02%
111,845
+42,969
542
$11.9M 0.02%
338,793
-19,833
543
$11.9M 0.02%
71,440
-3,585
544
$11.8M 0.02%
161,127
+58,817
545
$11.8M 0.02%
303,477
+11,588
546
$11.7M 0.02%
340,683
+21,158
547
$11.7M 0.02%
154,556
-8,748
548
$11.7M 0.02%
113,782
+15,063
549
$11.7M 0.02%
263,639
+184,554
550
$11.7M 0.02%
1,076,288
+680,147
20 21
22
23 24