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
1451
$1.69M ﹤0.01%
34,283
-25,605
1452
$1.69M ﹤0.01%
16,358
+316
1453
$1.69M ﹤0.01%
40,854
+12,443
1454
$1.69M ﹤0.01%
44,642
+36,428
1455
$1.68M ﹤0.01%
125,776
+17,021
1456
$1.68M ﹤0.01%
149,291
+2,194
1457
$1.68M ﹤0.01%
57,399
+9,223
1458
$1.68M ﹤0.01%
48,893
-8,073
1459
$1.67M ﹤0.01%
23,492
+1,246
1460
$1.66M ﹤0.01%
27,476
+8,190
1461
$1.65M ﹤0.01%
23,077
+1,163
1462
$1.65M ﹤0.01%
109,447
-4,069
1463
$1.65M ﹤0.01%
20,028
+16,476
1464
$1.64M ﹤0.01%
23,763
-115,147
1465
$1.64M ﹤0.01%
+61,081
1466
$1.63M ﹤0.01%
141,118
+434
1467
$1.62M ﹤0.01%
35,610
+9,353
1468
$1.62M ﹤0.01%
34,754
+8,792
1469
$1.62M ﹤0.01%
76,090
+65,118
1470
$1.62M ﹤0.01%
74,476
+15,080
1471
$1.61M ﹤0.01%
23,562
-31,152
1472
$1.61M ﹤0.01%
333,265
-5,461
1473
$1.61M ﹤0.01%
34,260
+3,776
1474
$1.61M ﹤0.01%
54,379
+1,572
1475
$1.61M ﹤0.01%
218,824
+28,928
57 58
59
60 61