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
1126
$2.88M 0.01%
28,517
+1,488
1127
$2.87M 0.01%
80,005
-67,908
1128
$2.87M 0.01%
62,698
-41,318
1129
$2.86M 0.01%
77,501
+62,040
1130
$2.84M 0.01%
123,751
-9,382
1131
$2.83M 0.01%
131,634
+5,717
1132
$2.82M 0.01%
7,502
1133
$2.81M 0.01%
86,853
+2,471
1134
$2.79M 0.01%
78,797
+1,363
1135
$2.79M 0.01%
70,856
+10,709
1136
$2.79M 0.01%
135,847
-4,231
1137
$2.78M 0.01%
157,437
+34,683
1138
$2.78M 0.01%
106,645
+3,759
1139
$2.77M 0.01%
63,227
+30,976
1140
$2.77M 0.01%
18,123
-384
1141
$2.77M 0.01%
33,265
-12,962
1142
$2.76M 0.01%
170,224
+56,265
1143
$2.76M 0.01%
310,329
-107,847
1144
$2.75M 0.01%
97,863
+3,999
1145
$2.75M 0.01%
50,978
+6,780
1146
$2.75M 0.01%
195,509
-52,828
1147
$2.74M 0.01%
105,490
+68,436
1148
$2.74M 0.01%
29,173
-939
1149
$2.74M 0.01%
153,492
-2,455
1150
$2.73M 0.01%
16,109
+2,101
44 45
46
47 48