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
676
$8.39M 0.02%
51,528
+3,326
677
$8.39M 0.02%
175,080
+3,359
678
$8.34M 0.02%
441,624
-16,017
679
$8.28M 0.02%
43,935
+4,294
680
$8.28M 0.02%
82,463
-624
681
$8.28M 0.02%
154,207
+24,367
682
$8.19M 0.02%
350,430
-13,580
683
$8.18M 0.02%
329,874
+31,107
684
$8.18M 0.02%
23,614
+3,358
685
$8.13M 0.02%
67,367
-95,506
686
$8.12M 0.02%
69,197
-513
687
$8.1M 0.02%
26,863
+1,152
688
$8.08M 0.02%
49,348
-24,610
689
$8.07M 0.02%
191,449
+32,498
690
$8.05M 0.02%
191,668
+3,752
691
$8.04M 0.02%
313,300
+163,047
692
$7.99M 0.02%
314,508
+904
693
$7.99M 0.02%
145,928
+46,471
694
$7.97M 0.02%
378,717
-38,354
695
$7.95M 0.02%
151,132
+57,731
696
$7.95M 0.02%
320,498
-9,281
697
$7.94M 0.02%
31,603
-4,782
698
$7.91M 0.02%
177,886
-7,792
699
$7.89M 0.02%
73,995
+31,611
700
$7.86M 0.02%
45,649
+1,236
26 27
28
29 30