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
1076
$3.13M 0.01%
+61,790
1077
$3.12M 0.01%
61,746
+8,595
1078
$3.12M 0.01%
227,361
-8,897
1079
$3.12M 0.01%
51,871
-13,563
1080
$3.1M 0.01%
+64,632
1081
$3.1M 0.01%
93,498
+2,595
1082
$3.1M 0.01%
19,149
+1,562
1083
$3.08M 0.01%
46,285
+2,034
1084
$3.08M 0.01%
24,129
+1,952
1085
$3.08M 0.01%
44,290
-10,339
1086
$3.08M 0.01%
128,256
-21,987
1087
$3.07M 0.01%
102,000
1088
$3.07M 0.01%
57,946
+2,298
1089
$3.06M 0.01%
12,787
+477
1090
$3.06M 0.01%
269,527
-120,978
1091
$3.06M 0.01%
41,181
+6,989
1092
$3.05M 0.01%
36,892
+232
1093
$3.05M 0.01%
73,923
-20,484
1094
$3.05M 0.01%
61,692
+17,504
1095
$3.04M 0.01%
129,990
+20,670
1096
$3.04M 0.01%
70,578
-5,034
1097
$3.03M 0.01%
64,617
+3,251
1098
$3.02M 0.01%
118,952
+10,238
1099
$3.01M 0.01%
43,000
1100
$3.01M 0.01%
221,467
-101,588
42 43
44
45 46