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
1376
$1.87M ﹤0.01%
39,169
+8,613
1377
$1.87M ﹤0.01%
56,361
+6,408
1378
$1.87M ﹤0.01%
6,351
+212
1379
$1.86M ﹤0.01%
85,289
-63,223
1380
$1.86M ﹤0.01%
102,844
-5,890
1381
$1.86M ﹤0.01%
72,400
-6,564
1382
$1.86M ﹤0.01%
101,416
-78,778
1383
$1.85M ﹤0.01%
24,677
+15,934
1384
$1.85M ﹤0.01%
10,932
+497
1385
$1.85M ﹤0.01%
62,891
-43,414
1386
$1.85M ﹤0.01%
25,080
-120
1387
$1.85M ﹤0.01%
12,277
+517
1388
$1.84M ﹤0.01%
26,213
+2,427
1389
$1.83M ﹤0.01%
12,438
+837
1390
$1.83M ﹤0.01%
44,612
+19,643
1391
$1.83M ﹤0.01%
28,117
+1,670
1392
$1.83M ﹤0.01%
87,086
-41,750
1393
$1.82M ﹤0.01%
15,616
-715
1394
$1.82M ﹤0.01%
38,768
-290
1395
$1.82M ﹤0.01%
122,268
+5,455
1396
$1.82M ﹤0.01%
129,981
+6,002
1397
$1.82M ﹤0.01%
23,157
-193
1398
$1.81M ﹤0.01%
40,312
-18,058
1399
$1.81M ﹤0.01%
34,138
+5,634
1400
$1.8M ﹤0.01%
76,752
-17,036
54 55
56
57 58