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
851
$5.47M 0.01%
27,158
+6,237
852
$5.45M 0.01%
92,701
+54,223
853
$5.39M 0.01%
115,592
+34,493
854
$5.38M 0.01%
70,182
+5,417
855
$5.38M 0.01%
40,783
-5,297
856
$5.35M 0.01%
36,183
-788
857
$5.34M 0.01%
88,591
-27,104
858
$5.34M 0.01%
43,355
+6,212
859
$5.33M 0.01%
89,595
-42,836
860
$5.33M 0.01%
35,873
-2,686
861
$5.3M 0.01%
120,913
-14,430
862
$5.26M 0.01%
103,974
+5,084
863
$5.23M 0.01%
50,213
+16,408
864
$5.2M 0.01%
172,855
+52,734
865
$5.2M 0.01%
412,532
-19,780
866
$5.19M 0.01%
103,407
+2,203
867
$5.18M 0.01%
42,395
-20,682
868
$5.17M 0.01%
406,704
-32,960
869
$5.15M 0.01%
91,701
+12,611
870
$5.14M 0.01%
194,175
+1,754
871
$5.14M 0.01%
441,856
+2,384
872
$5.14M 0.01%
184,194
+7,554
873
$5.13M 0.01%
37,094
-3,753
874
$5.13M 0.01%
24,814
+2,984
875
$5.11M 0.01%
103,465
-3,523
33 34
35
36 37