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
876
$5.1M 0.01%
202,289
-542
877
$5.07M 0.01%
13,574
+10,432
878
$5.07M 0.01%
78,497
+16,987
879
$5.07M 0.01%
83,235
-30,546
880
$5.05M 0.01%
69,495
-9,782
881
$5.05M 0.01%
86,528
-29,465
882
$5.03M 0.01%
119,727
-9,841
883
$5.03M 0.01%
89,205
-3,475
884
$5.03M 0.01%
316,767
-7,819
885
$5.03M 0.01%
63,425
-110,512
886
$5.02M 0.01%
111,618
+45,882
887
$5.02M 0.01%
44,850
+471
888
$5.01M 0.01%
85,895
+12,059
889
$4.99M 0.01%
160,600
-66,438
890
$4.97M 0.01%
1,298
-24
891
$4.95M 0.01%
122,666
+35
892
$4.93M 0.01%
312,558
-8,917
893
$4.93M 0.01%
4,593
+531
894
$4.9M 0.01%
406,749
-16,785
895
$4.89M 0.01%
190,421
-1,076
896
$4.88M 0.01%
74,649
+44,995
897
$4.88M 0.01%
190,566
-42,201
898
$4.87M 0.01%
183,527
+102,000
899
$4.86M 0.01%
10,972
+958
900
$4.86M 0.01%
87,892
+30,779
34 35
36
37 38