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
1501
$1.58M ﹤0.01%
79,948
+12,621
1502
$1.57M ﹤0.01%
78,613
-28,494
1503
$1.57M ﹤0.01%
62,106
+10,533
1504
$1.57M ﹤0.01%
28,423
-3,263
1505
$1.57M ﹤0.01%
108,477
+361
1506
$1.57M ﹤0.01%
55,570
-59,395
1507
$1.57M ﹤0.01%
583,405
-347,171
1508
$1.56M ﹤0.01%
51,015
-888
1509
$1.56M ﹤0.01%
39,856
+3,874
1510
$1.56M ﹤0.01%
66,000
1511
$1.56M ﹤0.01%
3,820
+109
1512
$1.56M ﹤0.01%
261,839
-5,431
1513
$1.56M ﹤0.01%
174,578
-13,662
1514
$1.56M ﹤0.01%
14,587
-1,072
1515
$1.55M ﹤0.01%
25,207
-1,083
1516
$1.55M ﹤0.01%
11,771
-227
1517
$1.55M ﹤0.01%
110,367
-6,948
1518
$1.55M ﹤0.01%
43,546
-31,290
1519
$1.55M ﹤0.01%
27,327
-7,517
1520
$1.54M ﹤0.01%
84,322
+42,403
1521
$1.54M ﹤0.01%
58,595
+1,227
1522
$1.54M ﹤0.01%
33,344
-1,102
1523
$1.54M ﹤0.01%
27,300
+14,343
1524
$1.54M ﹤0.01%
31,588
-21,156
1525
$1.53M ﹤0.01%
+574,289
59 60
61
62 63