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
1051
$3.28M 0.01%
18,913
-6,190
1052
$3.28M 0.01%
22,972
-18,898
1053
$3.28M 0.01%
113,162
+44,805
1054
$3.27M 0.01%
172,528
-18,198
1055
$3.27M 0.01%
164,900
+19,990
1056
$3.26M 0.01%
126,816
-746
1057
$3.26M 0.01%
32,720
+5,145
1058
$3.23M 0.01%
71,410
-40,517
1059
$3.21M 0.01%
28,058
-75,260
1060
$3.21M 0.01%
111,793
+15,785
1061
$3.21M 0.01%
68,597
+1,207
1062
$3.21M 0.01%
54,212
+6,298
1063
$3.2M 0.01%
16,535
+93
1064
$3.2M 0.01%
179,833
+8,451
1065
$3.19M 0.01%
105,013
+1,582
1066
$3.18M 0.01%
134,126
+22,871
1067
$3.17M 0.01%
84,129
-384
1068
$3.17M 0.01%
21,114
+1,997
1069
$3.17M 0.01%
44,143
-2,925
1070
$3.17M 0.01%
7,422
+1,356
1071
$3.16M 0.01%
57,041
+35,517
1072
$3.16M 0.01%
25,037
+5,853
1073
$3.16M 0.01%
85,115
+2,191
1074
$3.16M 0.01%
56,364
-516
1075
$3.15M 0.01%
111,458
+11,314
41 42
43
44 45