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
1226
$2.4M 0.01%
82,905
+4,143
1227
$2.39M 0.01%
57,065
+1,455
1228
$2.39M 0.01%
130,417
+3,567
1229
$2.39M 0.01%
17,253
+4,945
1230
$2.38M 0.01%
132,529
-19,008
1231
$2.38M 0.01%
93,440
+20,920
1232
$2.37M ﹤0.01%
37,078
+11,542
1233
$2.37M ﹤0.01%
71,165
-9,505
1234
$2.37M ﹤0.01%
92,968
+38,692
1235
$2.37M ﹤0.01%
56,533
+9,158
1236
$2.37M ﹤0.01%
46,788
-33,365
1237
$2.37M ﹤0.01%
46,543
-6,155
1238
$2.36M ﹤0.01%
62,547
-2,451
1239
$2.35M ﹤0.01%
107,219
-2,370
1240
$2.34M ﹤0.01%
29,572
+8,302
1241
$2.34M ﹤0.01%
33,625
+3,048
1242
$2.33M ﹤0.01%
70,577
+2,975
1243
$2.33M ﹤0.01%
24,578
+6,471
1244
$2.33M ﹤0.01%
20,939
+5,685
1245
$2.32M ﹤0.01%
86,604
+76,350
1246
$2.32M ﹤0.01%
174,870
-35,683
1247
$2.32M ﹤0.01%
104,311
-60,434
1248
$2.31M ﹤0.01%
47,180
-5,133
1249
$2.31M ﹤0.01%
29,124
+1,748
1250
$2.3M ﹤0.01%
140,350
+30,506
48 49
50
51 52