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
1251
$2.3M ﹤0.01%
74,171
+1,325
1252
$2.3M ﹤0.01%
74,414
-27,821
1253
$2.29M ﹤0.01%
87,590
+16,821
1254
$2.28M ﹤0.01%
43,692
-84
1255
$2.28M ﹤0.01%
14,197
+1,870
1256
$2.27M ﹤0.01%
165,000
1257
$2.27M ﹤0.01%
312,813
-39,856
1258
$2.27M ﹤0.01%
22,685
+5,430
1259
$2.27M ﹤0.01%
59,001
+3,165
1260
$2.27M ﹤0.01%
35,424
+6,441
1261
$2.26M ﹤0.01%
144,854
+1,902
1262
$2.26M ﹤0.01%
23,588
-25,666
1263
$2.26M ﹤0.01%
26,744
-248
1264
$2.26M ﹤0.01%
95,060
-19,856
1265
$2.25M ﹤0.01%
40,940
+3,680
1266
$2.24M ﹤0.01%
61,447
-52,472
1267
$2.24M ﹤0.01%
80,198
+1,794
1268
$2.23M ﹤0.01%
28,104
+624
1269
$2.23M ﹤0.01%
50,927
-2,103
1270
$2.22M ﹤0.01%
58,911
-1,047
1271
$2.22M ﹤0.01%
69,497
-17,966
1272
$2.21M ﹤0.01%
34,513
+5,127
1273
$2.21M ﹤0.01%
35,249
+4,707
1274
$2.21M ﹤0.01%
96,843
+1,654
1275
$2.2M ﹤0.01%
80,680
+55,054
49 50
51
52 53