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
951
$4.3M 0.01%
210,655
+55,848
952
$4.3M 0.01%
231,056
-75,083
953
$4.29M 0.01%
18,396
+2,620
954
$4.26M 0.01%
52,429
+4,645
955
$4.26M 0.01%
23,657
+5,341
956
$4.25M 0.01%
215,814
+25,649
957
$4.25M 0.01%
53,345
+4,592
958
$4.24M 0.01%
254,065
+1,815
959
$4.23M 0.01%
74,718
+8,396
960
$4.2M 0.01%
153,555
+16,435
961
$4.19M 0.01%
331,983
+19,977
962
$4.15M 0.01%
146,550
963
$4.15M 0.01%
78,962
+5,972
964
$4.14M 0.01%
213,150
+4,180
965
$4.13M 0.01%
245,652
+2,986
966
$4.13M 0.01%
104,807
+34,031
967
$4.12M 0.01%
99,052
+30,087
968
$4.09M 0.01%
95,071
+2,359
969
$4.07M 0.01%
60,340
+17,257
970
$4.07M 0.01%
93,283
+38,715
971
$4.05M 0.01%
112,352
+10,203
972
$4.05M 0.01%
277,387
-4,427
973
$4.05M 0.01%
76,753
-1,303
974
$4.04M 0.01%
246,767
-3,438
975
$4.03M 0.01%
58,584
-4,208
37 38
39
40 41