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
576
$10.8M 0.02%
117,196
+22,475
577
$10.8M 0.02%
113,273
+12,968
578
$10.8M 0.02%
124,949
+3,490
579
$10.8M 0.02%
193,790
+11,641
580
$10.8M 0.02%
101,711
-7,639
581
$10.7M 0.02%
137,410
+5,912
582
$10.7M 0.02%
143,325
-19,313
583
$10.7M 0.02%
225,326
+24,437
584
$10.6M 0.02%
111,113
-37,997
585
$10.6M 0.02%
79,162
+61,430
586
$10.6M 0.02%
+190,248
587
$10.6M 0.02%
103,422
+45,736
588
$10.4M 0.02%
120,554
+20,993
589
$10.4M 0.02%
161,827
+7,366
590
$10.4M 0.02%
195,492
+1,088
591
$10.3M 0.02%
172,504
+89,684
592
$10.3M 0.02%
324,165
+8,192
593
$10.3M 0.02%
94,144
+3,249
594
$10.3M 0.02%
+110,459
595
$10.3M 0.02%
272,158
+6,334
596
$10.2M 0.02%
219,133
+37,034
597
$10.1M 0.02%
145,639
-13,216
598
$10.1M 0.02%
163,869
-2,615
599
$10.1M 0.02%
207,255
+8,300
600
$10.1M 0.02%
317,454
-29,516
22 23
24
25 26