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
976
$4.03M 0.01%
64,172
+21,427
977
$4.02M 0.01%
19,204
+50
978
$4.01M 0.01%
51,073
-9,864
979
$4.01M 0.01%
78,627
-9,306
980
$4.01M 0.01%
63,370
-11,110
981
$4M 0.01%
188,250
+150,220
982
$4M 0.01%
44,821
+5,456
983
$3.96M 0.01%
76,142
-17,133
984
$3.95M 0.01%
49,554
-738
985
$3.92M 0.01%
30,373
-1,044
986
$3.91M 0.01%
64,157
-9,657
987
$3.9M 0.01%
126,612
-1,126
988
$3.88M 0.01%
48,170
+32,292
989
$3.85M 0.01%
260,930
-54,459
990
$3.82M 0.01%
81,840
+5,854
991
$3.82M 0.01%
71,548
-9,265
992
$3.8M 0.01%
146,779
-13,805
993
$3.76M 0.01%
53,342
+1,030
994
$3.75M 0.01%
373,840
-10,654
995
$3.74M 0.01%
305,672
-20,046
996
$3.73M 0.01%
295,820
+7,123
997
$3.73M 0.01%
22,112
+6,079
998
$3.72M 0.01%
64,582
-16,359
999
$3.7M 0.01%
118,516
-73,579
1000
$3.67M 0.01%
96,070
+3,137
38 39
40
41 42