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
751
$6.84M 0.01%
227,297
-17,545
752
$6.8M 0.01%
111,527
-9,672
753
$6.77M 0.01%
79,347
+57,143
754
$6.76M 0.01%
109,270
-2,220
755
$6.75M 0.01%
219,569
+11,678
756
$6.74M 0.01%
69,066
+61,978
757
$6.71M 0.01%
259,448
+18,718
758
$6.69M 0.01%
68,779
+11,713
759
$6.69M 0.01%
262,768
-6,729
760
$6.66M 0.01%
116,782
+5,553
761
$6.61M 0.01%
148,780
-358
762
$6.6M 0.01%
11,826
+3,489
763
$6.6M 0.01%
42,640
+7,351
764
$6.59M 0.01%
102,809
+2,189
765
$6.59M 0.01%
107,130
-7,603
766
$6.55M 0.01%
53,120
+5,613
767
$6.55M 0.01%
156,065
+23,434
768
$6.53M 0.01%
154,193
+9,573
769
$6.53M 0.01%
363,403
-63,048
770
$6.48M 0.01%
247,337
+150,132
771
$6.46M 0.01%
158,595
-5,369
772
$6.46M 0.01%
51,251
+9,291
773
$6.46M 0.01%
197,571
-184
774
$6.44M 0.01%
272,581
+22,916
775
$6.42M 0.01%
97,948
+26,050
29 30
31
32 33