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
826
$5.79M 0.01%
50,626
+2,406
827
$5.76M 0.01%
274,187
+82,764
828
$5.76M 0.01%
105,274
+79,813
829
$5.75M 0.01%
71,711
-16,959
830
$5.74M 0.01%
290,839
+18,625
831
$5.74M 0.01%
110,483
+3,277
832
$5.73M 0.01%
114,317
-18,735
833
$5.73M 0.01%
340,700
-399,050
834
$5.71M 0.01%
9,978
+1,938
835
$5.69M 0.01%
123,538
+3,742
836
$5.68M 0.01%
132,336
-18,302
837
$5.65M 0.01%
+76,177
838
$5.65M 0.01%
111,777
+10,782
839
$5.62M 0.01%
43,215
+335
840
$5.61M 0.01%
181,676
+59,356
841
$5.61M 0.01%
325,147
+23,343
842
$5.58M 0.01%
95,351
+17,667
843
$5.56M 0.01%
59,187
+6,921
844
$5.55M 0.01%
114,162
-25,224
845
$5.54M 0.01%
60,106
+20,440
846
$5.54M 0.01%
42,928
+10,463
847
$5.53M 0.01%
299,942
-198,416
848
$5.52M 0.01%
147,545
+23,265
849
$5.51M 0.01%
212,524
+44,403
850
$5.48M 0.01%
129,911
-6,622
32 33
34
35 36