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
1401
$1.8M ﹤0.01%
121,330
-7,948
1402
$1.8M ﹤0.01%
21,234
-38,080
1403
$1.8M ﹤0.01%
274,136
+14,776
1404
$1.8M ﹤0.01%
39,203
+24,689
1405
$1.79M ﹤0.01%
127,812
-6,450
1406
$1.79M ﹤0.01%
124,826
-84,560
1407
$1.79M ﹤0.01%
40,229
+27,357
1408
$1.78M ﹤0.01%
19,228
+1,370
1409
$1.78M ﹤0.01%
186,400
1410
$1.78M ﹤0.01%
118,156
+75,479
1411
$1.78M ﹤0.01%
49,259
-20,798
1412
$1.78M ﹤0.01%
148,970
-83,820
1413
$1.77M ﹤0.01%
76,692
-68,738
1414
$1.77M ﹤0.01%
36,763
+10,916
1415
$1.76M ﹤0.01%
78,870
+3,553
1416
$1.76M ﹤0.01%
15,743
-88
1417
$1.76M ﹤0.01%
168,087
+1,571
1418
$1.76M ﹤0.01%
27,229
+20,756
1419
$1.76M ﹤0.01%
68,486
+1,725
1420
$1.75M ﹤0.01%
37,432
-4,277
1421
$1.75M ﹤0.01%
49,762
+1,892
1422
$1.75M ﹤0.01%
39,378
-1,810
1423
$1.75M ﹤0.01%
153,473
-31,384
1424
$1.75M ﹤0.01%
18,441
+225
1425
$1.75M ﹤0.01%
38,401
-7,460
55 56
57
58 59