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
1426
$1.75M ﹤0.01%
10,730
-400
1427
$1.75M ﹤0.01%
37,199
+853
1428
$1.74M ﹤0.01%
73,995
+600
1429
$1.74M ﹤0.01%
24,963
-3,335
1430
$1.74M ﹤0.01%
41,518
+380
1431
$1.74M ﹤0.01%
35,372
-27,664
1432
$1.74M ﹤0.01%
13,010
-5,326
1433
$1.73M ﹤0.01%
151,184
-16,224
1434
$1.73M ﹤0.01%
12,160
-152
1435
$1.73M ﹤0.01%
193,175
-3,706
1436
$1.73M ﹤0.01%
80,807
-1,269
1437
$1.73M ﹤0.01%
67,575
-269
1438
$1.72M ﹤0.01%
518,388
+12,948
1439
$1.72M ﹤0.01%
21,099
+2,797
1440
$1.72M ﹤0.01%
34,892
-15,714
1441
$1.71M ﹤0.01%
133,123
-16,965
1442
$1.71M ﹤0.01%
33,780
-184
1443
$1.71M ﹤0.01%
16,618
+769
1444
$1.71M ﹤0.01%
103,496
+11,416
1445
$1.7M ﹤0.01%
49,195
+15,790
1446
$1.7M ﹤0.01%
49,969
-23,811
1447
$1.7M ﹤0.01%
161,618
1448
$1.69M ﹤0.01%
37,364
+24,332
1449
$1.69M ﹤0.01%
44,273
-35,006
1450
$1.69M ﹤0.01%
19,248
+2,621
56 57
58
59 60