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
551
$11.6M 0.02%
398,443
+42,918
552
$11.6M 0.02%
152,002
+18,140
553
$11.6M 0.02%
159,175
+50,562
554
$11.5M 0.02%
97,984
+749
555
$11.5M 0.02%
362,070
+27,166
556
$11.4M 0.02%
385,479
+19,599
557
$11.4M 0.02%
181,273
+42,662
558
$11.4M 0.02%
205,619
+8,488
559
$11.3M 0.02%
9,525
-1,881
560
$11.3M 0.02%
80,725
-229
561
$11.3M 0.02%
249,091
+26,744
562
$11.3M 0.02%
120,474
-927
563
$11.3M 0.02%
151,450
+25,570
564
$11.2M 0.02%
234,092
+6,584
565
$11.2M 0.02%
165,494
-58,129
566
$11.1M 0.02%
58,734
-2,099
567
$11.1M 0.02%
122,538
+9,003
568
$11.1M 0.02%
92,014
-713
569
$11M 0.02%
51,989
+6,415
570
$11M 0.02%
432,782
+23,184
571
$11M 0.02%
223,960
-12,986
572
$10.9M 0.02%
68,358
-2,480
573
$10.9M 0.02%
53,711
-3,554
574
$10.9M 0.02%
420,078
-15,553
575
$10.9M 0.02%
124,592
+4,780
21 22
23
24 25