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
1151
$2.72M 0.01%
44,503
+2,171
1152
$2.71M 0.01%
9,453
+8,148
1153
$2.71M 0.01%
45,229
+5,547
1154
$2.71M 0.01%
111,021
+50,500
1155
$2.71M 0.01%
196,791
-905
1156
$2.7M 0.01%
187,492
-5,008
1157
$2.7M 0.01%
40,499
-5,189
1158
$2.7M 0.01%
126,745
+12,990
1159
$2.69M 0.01%
40,837
+3,568
1160
$2.69M 0.01%
45,461
+8,851
1161
$2.69M 0.01%
28,227
-1,681
1162
$2.67M 0.01%
31,912
-18,538
1163
$2.67M 0.01%
1,227,398
-203,502
1164
$2.66M 0.01%
146,103
-172,239
1165
$2.65M 0.01%
20,332
+5,370
1166
$2.65M 0.01%
51,024
-21,809
1167
$2.65M 0.01%
59,597
+20,504
1168
$2.64M 0.01%
65,481
+41,092
1169
$2.64M 0.01%
47,462
+7,598
1170
$2.64M 0.01%
106,632
+7,396
1171
$2.62M 0.01%
192,941
+23,404
1172
$2.61M 0.01%
34,012
+10,047
1173
$2.61M 0.01%
17,837
+12,312
1174
$2.6M 0.01%
174,341
+58,494
1175
$2.6M 0.01%
95,377
-11,981
45 46
47
48 49