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
776
$6.42M 0.01%
93,835
+1,242
777
$6.42M 0.01%
253,005
-12,113
778
$6.41M 0.01%
70,163
-146,633
779
$6.41M 0.01%
385,344
-27,245
780
$6.41M 0.01%
57,481
+19,129
781
$6.39M 0.01%
105,445
+9,156
782
$6.36M 0.01%
75,627
+6,867
783
$6.34M 0.01%
50,374
-54
784
$6.33M 0.01%
161,805
+7,694
785
$6.32M 0.01%
83,761
+11,954
786
$6.32M 0.01%
213,778
+23,498
787
$6.32M 0.01%
4,383
+166
788
$6.31M 0.01%
91,596
-6,636
789
$6.3M 0.01%
132,116
-9,255
790
$6.29M 0.01%
75,313
+3,633
791
$6.29M 0.01%
135,962
+3,898
792
$6.26M 0.01%
176,036
-22,446
793
$6.26M 0.01%
97,081
-14,396
794
$6.21M 0.01%
123,539
+3,680
795
$6.21M 0.01%
30,466
-606
796
$6.2M 0.01%
25,774
-742
797
$6.18M 0.01%
213,175
+166,985
798
$6.16M 0.01%
124,020
+85,987
799
$6.16M 0.01%
54,000
-2
800
$6.15M 0.01%
64,676
+399
30 31
32
33 34