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
1176
$2.6M 0.01%
92,051
+396
1177
$2.59M 0.01%
42,364
+3,191
1178
$2.58M 0.01%
75,589
+34,142
1179
$2.58M 0.01%
459,737
-44,746
1180
$2.57M 0.01%
205,061
-11,493
1181
$2.56M 0.01%
30,228
-8,872
1182
$2.56M 0.01%
44,707
-2,585
1183
$2.56M 0.01%
199,033
+10,780
1184
$2.55M 0.01%
2,290
-176
1185
$2.55M 0.01%
29,210
+2,252
1186
$2.54M 0.01%
87,295
+2,501
1187
$2.54M 0.01%
85,975
-6,184
1188
$2.54M 0.01%
133,557
-3,398
1189
$2.53M 0.01%
30,218
-11,392
1190
$2.53M 0.01%
230,152
+5,248
1191
$2.52M 0.01%
34,767
+350
1192
$2.51M 0.01%
251,558
+35,205
1193
$2.51M 0.01%
58,562
-27,937
1194
$2.51M 0.01%
139,121
+120,617
1195
$2.5M 0.01%
29,856
-3,660
1196
$2.49M 0.01%
111,369
+55,830
1197
$2.49M 0.01%
169,363
+32,871
1198
$2.49M 0.01%
118,499
-99,618
1199
$2.48M 0.01%
21,465
+5,504
1200
$2.48M 0.01%
153,578
+4,437
46 47
48
49 50