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
1526
$1.53M ﹤0.01%
92,485
-34,664
1527
$1.53M ﹤0.01%
+54,384
1528
$1.53M ﹤0.01%
76,128
+33,342
1529
$1.52M ﹤0.01%
95,956
-83,140
1530
$1.52M ﹤0.01%
22,808
+4,061
1531
$1.52M ﹤0.01%
23,975
-93
1532
$1.52M ﹤0.01%
32,792
+530
1533
$1.52M ﹤0.01%
39,043
+1,585
1534
$1.52M ﹤0.01%
56,421
-3,481
1535
$1.52M ﹤0.01%
44,283
+14,420
1536
$1.51M ﹤0.01%
54,973
+20,364
1537
$1.51M ﹤0.01%
34,554
-228
1538
$1.5M ﹤0.01%
317,359
+121,369
1539
$1.5M ﹤0.01%
12,975
+1,463
1540
$1.5M ﹤0.01%
26,055
-22,126
1541
$1.5M ﹤0.01%
84,130
+12,228
1542
$1.5M ﹤0.01%
57,800
+25,871
1543
$1.49M ﹤0.01%
10,991
-206
1544
$1.49M ﹤0.01%
37,461
-5,057
1545
$1.49M ﹤0.01%
12,412
+4,154
1546
$1.48M ﹤0.01%
61,905
+5,238
1547
$1.48M ﹤0.01%
59,104
+50,104
1548
$1.48M ﹤0.01%
35,315
-25,174
1549
$1.48M ﹤0.01%
86,552
-604
1550
$1.48M ﹤0.01%
116,101
+6,594
60 61
62
63 64