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
51
$222M 0.46%
1,262,080
+391,086
52
$211M 0.44%
3,462,292
+439,180
53
$210M 0.44%
1,232,353
+501,153
54
$206M 0.43%
1,902,046
+230,619
55
$204M 0.43%
1,847,788
+299,993
56
$203M 0.42%
1,132,221
+394,941
57
$202M 0.42%
2,279,209
+130,911
58
$201M 0.42%
1,474,590
+610,885
59
$199M 0.42%
2,329,214
+790,922
60
$191M 0.4%
843,963
+39,499
61
$190M 0.4%
788,885
+224,589
62
$188M 0.39%
5,493,827
+2,666
63
$188M 0.39%
2,580,201
+961,019
64
$186M 0.39%
1,146,321
+230,756
65
$184M 0.38%
1,437,062
+143,805
66
$183M 0.38%
561,394
+70,228
67
$181M 0.38%
1,225,679
+381,244
68
$181M 0.38%
3,204,670
+2,667,582
69
$180M 0.38%
3,365,591
+1,072,221
70
$175M 0.37%
4,978,123
+637,732
71
$175M 0.37%
848,653
+9,599
72
$171M 0.36%
2,427,239
+1,096,035
73
$171M 0.36%
1,389,968
+176,181
74
$169M 0.35%
1,986,024
+63,566
75
$169M 0.35%
433,925
+90,020
1 2
3
4 5