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
1351
$1.95M ﹤0.01%
39,001
-137
1352
$1.95M ﹤0.01%
65,715
-3,749
1353
$1.95M ﹤0.01%
19,596
+8,413
1354
$1.94M ﹤0.01%
51,224
+1,070
1355
$1.93M ﹤0.01%
14,261
-10,166
1356
$1.93M ﹤0.01%
20,155
+13,787
1357
$1.92M ﹤0.01%
27,987
+307
1358
$1.92M ﹤0.01%
58,150
+1,696
1359
$1.92M ﹤0.01%
51,388
-463
1360
$1.92M ﹤0.01%
36,652
-117,327
1361
$1.91M ﹤0.01%
54,678
-1,638
1362
$1.91M ﹤0.01%
39,810
-106
1363
$1.91M ﹤0.01%
24,937
+568
1364
$1.91M ﹤0.01%
32,319
-2,119
1365
$1.91M ﹤0.01%
18,665
-1,763
1366
$1.9M ﹤0.01%
33,404
+408
1367
$1.9M ﹤0.01%
26,013
+4,835
1368
$1.9M ﹤0.01%
183,408
-110,948
1369
$1.89M ﹤0.01%
52,995
+2,430
1370
$1.89M ﹤0.01%
40,970
+580
1371
$1.88M ﹤0.01%
29,839
+19,639
1372
$1.88M ﹤0.01%
96,888
-11,935
1373
$1.88M ﹤0.01%
76,394
+42,632
1374
$1.88M ﹤0.01%
34,208
+4,199
1375
$1.88M ﹤0.01%
130,000
-30,125
53 54
55
56 57