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
1476
$1.61M ﹤0.01%
64,695
+35,041
1477
$1.61M ﹤0.01%
+63,172
1478
$1.6M ﹤0.01%
+93,329
1479
$1.6M ﹤0.01%
403,632
+110,538
1480
$1.6M ﹤0.01%
9,444
+1,489
1481
$1.6M ﹤0.01%
38,039
+822
1482
$1.6M ﹤0.01%
70,000
1483
$1.6M ﹤0.01%
430,810
-77,795
1484
$1.6M ﹤0.01%
37,102
-31,490
1485
$1.6M ﹤0.01%
46,504
-18,070
1486
$1.6M ﹤0.01%
90,189
-63,241
1487
$1.59M ﹤0.01%
99,704
+2,720
1488
$1.59M ﹤0.01%
18,979
+1,411
1489
$1.59M ﹤0.01%
41,146
+468
1490
$1.59M ﹤0.01%
74,331
+41,982
1491
$1.59M ﹤0.01%
4,297
+1,003
1492
$1.59M ﹤0.01%
9,593
-129
1493
$1.59M ﹤0.01%
10,056
+388
1494
$1.59M ﹤0.01%
15,614
+1,812
1495
$1.59M ﹤0.01%
52,063
+2,254
1496
$1.58M ﹤0.01%
15,697
-8,485
1497
$1.58M ﹤0.01%
22,976
-19,711
1498
$1.58M ﹤0.01%
54,720
-41,422
1499
$1.58M ﹤0.01%
19,736
-16,271
1500
$1.58M ﹤0.01%
55,207
-39,680
58 59
60
61 62