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
1101
$3.01M 0.01%
103,937
+1,708
1102
$3M 0.01%
64,914
-2,488
1103
$3M 0.01%
141,860
+93,798
1104
$2.99M 0.01%
127,953
-10,881
1105
$2.98M 0.01%
90,684
-104,781
1106
$2.97M 0.01%
81,794
-3,276
1107
$2.96M 0.01%
67,169
+51,185
1108
$2.96M 0.01%
28,003
+1,935
1109
$2.95M 0.01%
70,223
-979
1110
$2.95M 0.01%
119,458
-471,920
1111
$2.95M 0.01%
32,426
+5,908
1112
$2.94M 0.01%
27,796
-197
1113
$2.94M 0.01%
367,244
+5,573
1114
$2.93M 0.01%
109,251
-2,125
1115
$2.92M 0.01%
69,051
+12,808
1116
$2.92M 0.01%
131,910
+9,210
1117
$2.92M 0.01%
70,896
+289
1118
$2.91M 0.01%
130,189
+12,441
1119
$2.91M 0.01%
+73,826
1120
$2.9M 0.01%
44,085
+2,654
1121
$2.9M 0.01%
55,937
+1,178
1122
$2.9M 0.01%
135,924
+10,349
1123
$2.88M 0.01%
41,573
+3,926
1124
$2.88M 0.01%
62,950
-930
1125
$2.88M 0.01%
237,267
+80,979
43 44
45
46 47