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
651
$8.91M 0.02%
364,107
+3,961
652
$8.91M 0.02%
120,480
+115,561
653
$8.88M 0.02%
219,924
+77,958
654
$8.87M 0.02%
313,292
+53,913
655
$8.86M 0.02%
119,270
-3,625
656
$8.84M 0.02%
161,588
+125,200
657
$8.83M 0.02%
76,718
+4,352
658
$8.79M 0.02%
199,044
+8,868
659
$8.78M 0.02%
61,364
+22,603
660
$8.78M 0.02%
194,645
+6,535
661
$8.76M 0.02%
107,575
-4,395
662
$8.74M 0.02%
129,038
-7,596
663
$8.72M 0.02%
140,909
-10,776
664
$8.7M 0.02%
42,968
+4,567
665
$8.67M 0.02%
108,477
+10,405
666
$8.63M 0.02%
170,567
+44,477
667
$8.63M 0.02%
22,738
+5,238
668
$8.6M 0.02%
427,835
-28,296
669
$8.54M 0.02%
216,126
+2,462
670
$8.54M 0.02%
227,596
+58,366
671
$8.46M 0.02%
+254,553
672
$8.42M 0.02%
79,679
-4,048
673
$8.42M 0.02%
336,993
-108,845
674
$8.41M 0.02%
222,008
-1,268
675
$8.4M 0.02%
276,750
+1,926
25 26
27
28 29