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
1326
$2.02M ﹤0.01%
2,534
-3,457
1327
$2.02M ﹤0.01%
114,607
-34,264
1328
$2.02M ﹤0.01%
165,782
-1,822
1329
$2.02M ﹤0.01%
209,193
-122,774
1330
$2.02M ﹤0.01%
72,770
+467
1331
$2.02M ﹤0.01%
46,610
-257,575
1332
$2.01M ﹤0.01%
12,725
-95,684
1333
$2.01M ﹤0.01%
18,205
-16,910
1334
$2.01M ﹤0.01%
83,591
-5,435
1335
$2.01M ﹤0.01%
65,000
1336
$2.01M ﹤0.01%
29,119
+782
1337
$2.01M ﹤0.01%
67,197
-22,120
1338
$2M ﹤0.01%
32,373
+351
1339
$2M ﹤0.01%
33,490
-3,072
1340
$2M ﹤0.01%
206,181
-9,536
1341
$2M ﹤0.01%
+117,016
1342
$2M ﹤0.01%
+35,403
1343
$1.99M ﹤0.01%
366,356
+2,180
1344
$1.99M ﹤0.01%
15,636
-2,951
1345
$1.98M ﹤0.01%
153,610
-21,684
1346
$1.97M ﹤0.01%
87,135
+9,715
1347
$1.97M ﹤0.01%
+73,708
1348
$1.96M ﹤0.01%
51,132
+629
1349
$1.96M ﹤0.01%
+41,835
1350
$1.96M ﹤0.01%
159,234
-1,443
52 53
54
55 56