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
801
$6.15M 0.01%
40,778
+1,055
802
$6.12M 0.01%
152,459
+12,276
803
$6.11M 0.01%
339,815
-43,676
804
$6.11M 0.01%
366,064
-16,330
805
$6.11M 0.01%
302,349
-693,338
806
$6.1M 0.01%
62,082
+27,044
807
$6.09M 0.01%
29,554
+3,272
808
$6.09M 0.01%
168,677
+75,307
809
$6.06M 0.01%
184,168
+45,471
810
$6.04M 0.01%
48,400
+6,859
811
$6.04M 0.01%
233,686
+5,604
812
$6.04M 0.01%
199,339
-27,438
813
$6M 0.01%
7,602
+432
814
$5.97M 0.01%
54,846
-2,169
815
$5.97M 0.01%
102,343
+2,732
816
$5.96M 0.01%
40,056
-2,644
817
$5.92M 0.01%
222,685
-24,339
818
$5.91M 0.01%
127,003
+11,109
819
$5.9M 0.01%
80,929
-424
820
$5.89M 0.01%
267,830
+26,738
821
$5.88M 0.01%
115,550
+2,723
822
$5.82M 0.01%
344,371
-947
823
$5.82M 0.01%
263,799
-5,121
824
$5.82M 0.01%
132,528
-16,470
825
$5.8M 0.01%
107,576
+298
31 32
33
34 35