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
626
$9.38M 0.02%
125,045
-15,711
627
$9.38M 0.02%
103,459
+13,396
628
$9.38M 0.02%
94,355
+81,430
629
$9.35M 0.02%
156,981
+31,219
630
$9.3M 0.02%
228,850
-8,140
631
$9.3M 0.02%
199,855
-9,195
632
$9.3M 0.02%
182,430
-112,459
633
$9.29M 0.02%
276,936
-62,489
634
$9.27M 0.02%
84,964
+45,014
635
$9.25M 0.02%
66,247
+60,750
636
$9.23M 0.02%
186,043
-38,238
637
$9.23M 0.02%
107,761
+8,410
638
$9.21M 0.02%
118,850
-32,687
639
$9.19M 0.02%
215,701
+27,512
640
$9.19M 0.02%
63,153
+614
641
$9.16M 0.02%
82,604
+6,240
642
$9.15M 0.02%
203,298
+90,863
643
$9.12M 0.02%
120,620
-9,316
644
$9.11M 0.02%
669,520
+86,040
645
$9.08M 0.02%
112,004
+2,836
646
$9.08M 0.02%
603,350
+48,921
647
$8.97M 0.02%
6,178
+71
648
$8.93M 0.02%
205,121
-19,481
649
$8.92M 0.02%
193,402
+1,647
650
$8.91M 0.02%
57,741
+3,442
24 25
26
27 28