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
901
$4.84M 0.01%
179,430
+23,118
902
$4.83M 0.01%
91,779
-7,154
903
$4.82M 0.01%
42,390
+18,360
904
$4.81M 0.01%
375,894
+137,070
905
$4.81M 0.01%
288,800
+51,664
906
$4.79M 0.01%
67,195
-761
907
$4.75M 0.01%
250,592
+10,450
908
$4.74M 0.01%
148,014
-10,265
909
$4.74M 0.01%
75,449
+14,261
910
$4.72M 0.01%
295,102
+112,411
911
$4.71M 0.01%
38,922
-684
912
$4.71M 0.01%
64,925
-12,146
913
$4.7M 0.01%
127,252
+52,615
914
$4.69M 0.01%
76,043
-25,542
915
$4.67M 0.01%
65,653
+3,987
916
$4.67M 0.01%
55,488
+5,766
917
$4.64M 0.01%
212,355
-7,873
918
$4.62M 0.01%
71,682
+483
919
$4.62M 0.01%
79,502
+21,755
920
$4.6M 0.01%
109,824
-4,147
921
$4.58M 0.01%
128,063
-441
922
$4.58M 0.01%
183,243
-1,479
923
$4.57M 0.01%
21,491
-9,969
924
$4.57M 0.01%
22,198
+3,196
925
$4.56M 0.01%
188,050
-10,918
35 36
37
38 39