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
126
$95M 0.2%
1,132,540
+145,769
127
$94M 0.2%
733,110
+200,698
128
$93.9M 0.2%
757,203
+96,608
129
$92M 0.19%
2,033,506
+224,909
130
$91.2M 0.19%
1,082,066
+433,693
131
$90.4M 0.19%
2,234,702
-3,564
132
$89.6M 0.19%
809,613
-45,323
133
$89.4M 0.19%
1,102,711
+4,618
134
$88.9M 0.19%
1,534,067
-23,248
135
$88.9M 0.19%
417,958
+70,209
136
$88.7M 0.18%
535,847
+118,166
137
$88M 0.18%
734,848
+35,951
138
$87.2M 0.18%
875,568
+10,463
139
$86.7M 0.18%
972,638
+17,951
140
$86.6M 0.18%
3,655,072
+187,451
141
$86.6M 0.18%
1,703,614
-11,698
142
$86.2M 0.18%
543,671
+12,735
143
$85.4M 0.18%
515,859
+27,633
144
$83.7M 0.17%
417,269
+33,428
145
$83.4M 0.17%
650,297
+40,380
146
$81.4M 0.17%
1,254,799
-22,421
147
$81.1M 0.17%
683,345
+82,741
148
$80.9M 0.17%
344,423
+11,832
149
$80.5M 0.17%
1,846,453
+12,542
150
$78.7M 0.16%
830,401
+23,643
4 5
6
7 8