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
1026
$3.5M 0.01%
62,623
+1,445
1027
$3.49M 0.01%
48,305
+35,210
1028
$3.48M 0.01%
170,479
+132,132
1029
$3.47M 0.01%
52,459
+3,564
1030
$3.46M 0.01%
85,145
-9,936
1031
$3.45M 0.01%
249,146
-13,118
1032
$3.4M 0.01%
29,960
+4,599
1033
$3.4M 0.01%
30,518
+2,755
1034
$3.4M 0.01%
140,620
-7,751
1035
$3.38M 0.01%
360,949
-48,836
1036
$3.37M 0.01%
68,754
-14,218
1037
$3.35M 0.01%
31,476
+1,229
1038
$3.35M 0.01%
14,220
-3,211
1039
$3.34M 0.01%
95,058
-1,144
1040
$3.33M 0.01%
65,704
+7,462
1041
$3.33M 0.01%
21,637
-21,500
1042
$3.32M 0.01%
+60,992
1043
$3.32M 0.01%
243,533
+74,474
1044
$3.31M 0.01%
37,986
+38
1045
$3.31M 0.01%
89,028
-2,126
1046
$3.31M 0.01%
73,502
+2,912
1047
$3.3M 0.01%
141,175
-1,974
1048
$3.29M 0.01%
304,388
1049
$3.29M 0.01%
79,210
-3,726
1050
$3.29M 0.01%
46,536
+4,405
40 41
42
43 44