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
701
$7.86M 0.02%
32,205
-379
702
$7.83M 0.02%
309,279
+891
703
$7.76M 0.02%
88,109
+8,416
704
$7.73M 0.02%
118,606
-8,247
705
$7.7M 0.02%
119,104
-793
706
$7.66M 0.02%
159,383
+89,386
707
$7.64M 0.02%
208,781
+194,355
708
$7.62M 0.02%
2,195,881
-6,830
709
$7.6M 0.02%
543,366
+59,675
710
$7.59M 0.02%
407,426
-4,695
711
$7.58M 0.02%
69,127
-2,032
712
$7.57M 0.02%
313,309
+97,064
713
$7.54M 0.02%
157,938
+38,598
714
$7.45M 0.02%
48,867
+426
715
$7.44M 0.02%
350,164
+12,496
716
$7.44M 0.02%
502,631
+61,973
717
$7.42M 0.02%
44,039
-6,358
718
$7.38M 0.02%
70,625
+25,724
719
$7.37M 0.02%
66,433
+50,270
720
$7.37M 0.02%
252,489
-37,763
721
$7.35M 0.02%
235,426
+5,113
722
$7.35M 0.02%
399,800
+10,186
723
$7.35M 0.02%
27,392
+2,040
724
$7.34M 0.02%
178,768
+78
725
$7.33M 0.02%
66,657
-17,368
27 28
29
30 31