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
1201
$2.48M 0.01%
22,514
+726
1202
$2.48M 0.01%
52,953
+4,603
1203
$2.47M 0.01%
32,099
-58,661
1204
$2.46M 0.01%
+149,950
1205
$2.45M 0.01%
66,203
-2,033
1206
$2.45M 0.01%
+30,058
1207
$2.44M 0.01%
91,226
-38,190
1208
$2.44M 0.01%
27,372
+1,945
1209
$2.44M 0.01%
148,769
-3,633
1210
$2.44M 0.01%
12,456
+2,708
1211
$2.44M 0.01%
12,088
+71
1212
$2.44M 0.01%
91,131
+62,757
1213
$2.43M 0.01%
22,601
+7,260
1214
$2.43M 0.01%
351,833
-46,352
1215
$2.43M 0.01%
94,447
-10
1216
$2.42M 0.01%
241,871
+5,474
1217
$2.42M 0.01%
146,967
-2,932
1218
$2.42M 0.01%
134,361
-27,631
1219
$2.42M 0.01%
20,816
+236
1220
$2.42M 0.01%
50,100
-723
1221
$2.41M 0.01%
95,010
+544
1222
$2.41M 0.01%
400,000
1223
$2.41M 0.01%
15,950
+1,315
1224
$2.4M 0.01%
101,915
+32,403
1225
$2.4M 0.01%
62,149
+32,363
47 48
49
50 51