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
726
$7.32M 0.02%
557,843
-16,626
727
$7.32M 0.02%
465,777
-33,435
728
$7.31M 0.02%
91,216
+8,684
729
$7.28M 0.02%
60,328
+6,279
730
$7.28M 0.02%
34,737
+499
731
$7.28M 0.02%
61,984
-2,275
732
$7.27M 0.02%
122,852
+23,007
733
$7.26M 0.02%
208,730
+104,588
734
$7.23M 0.02%
99,750
-3,448
735
$7.23M 0.02%
94,071
+3,106
736
$7.19M 0.02%
47,063
+2,950
737
$7.18M 0.02%
100,404
+284
738
$7.1M 0.01%
140,412
-19,760
739
$7.07M 0.01%
33,304
+9,818
740
$7.06M 0.01%
80,388
+3,622
741
$7.05M 0.01%
141,835
-3,129
742
$7.04M 0.01%
257,278
+46,564
743
$7.01M 0.01%
175,574
-287,452
744
$6.98M 0.01%
60,999
-2,657
745
$6.92M 0.01%
231,281
+57,872
746
$6.9M 0.01%
204,681
+94,767
747
$6.88M 0.01%
246,735
+18,675
748
$6.87M 0.01%
210,689
+19,900
749
$6.86M 0.01%
272,339
-62,540
750
$6.85M 0.01%
71,973
-14,983
28 29
30
31 32