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
601
$10M 0.02%
387,285
-17,088
602
$10M 0.02%
204,146
-8,966
603
$10M 0.02%
623,947
-30,536
604
$9.98M 0.02%
363,169
-17,172
605
$9.95M 0.02%
8,705
+255
606
$9.92M 0.02%
69,182
+2,032
607
$9.91M 0.02%
243,895
+14,342
608
$9.9M 0.02%
100,954
-1,032
609
$9.84M 0.02%
236,355
-5,761
610
$9.81M 0.02%
257,999
+35,950
611
$9.79M 0.02%
70,265
+63,705
612
$9.74M 0.02%
62,381
+5,986
613
$9.71M 0.02%
128,481
-10,809
614
$9.71M 0.02%
133,988
+1,331
615
$9.65M 0.02%
185,407
+65,943
616
$9.59M 0.02%
260,992
-3,208
617
$9.58M 0.02%
94,867
+25,290
618
$9.51M 0.02%
165,277
-17,637
619
$9.5M 0.02%
33,971
-1,499
620
$9.46M 0.02%
657,846
-9,622
621
$9.45M 0.02%
89,675
+7,637
622
$9.45M 0.02%
882,765
-14,679
623
$9.42M 0.02%
150,209
+96,015
624
$9.4M 0.02%
89,307
-355
625
$9.39M 0.02%
180,671
+1,314
23 24
25
26 27