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
926
$4.55M 0.01%
112,385
+46,335
927
$4.54M 0.01%
143,680
-13,912
928
$4.52M 0.01%
56,369
+10,913
929
$4.52M 0.01%
52,486
-2,968
930
$4.51M 0.01%
33,018
+1,259
931
$4.5M 0.01%
165,448
+32,971
932
$4.5M 0.01%
271,214
+8,696
933
$4.49M 0.01%
33,447
+412
934
$4.47M 0.01%
61,471
+28,315
935
$4.47M 0.01%
89,723
+66,144
936
$4.46M 0.01%
133,505
+14,448
937
$4.43M 0.01%
26,040
-1,052
938
$4.42M 0.01%
44,283
+99
939
$4.41M 0.01%
71,939
+31,987
940
$4.4M 0.01%
35,407
+1,298
941
$4.39M 0.01%
180,679
-953
942
$4.39M 0.01%
109,237
-178
943
$4.38M 0.01%
94,035
+81,983
944
$4.37M 0.01%
54,037
-340
945
$4.35M 0.01%
14,440
+1,592
946
$4.35M 0.01%
169,353
-61,313
947
$4.34M 0.01%
29,357
+1,734
948
$4.32M 0.01%
56,762
+198
949
$4.32M 0.01%
134,504
-2,639
950
$4.31M 0.01%
67,832
-25,421
36 37
38
39 40