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
1551
$1.47M ﹤0.01%
38,920
-1,823
1552
$1.47M ﹤0.01%
19,000
-33
1553
$1.47M ﹤0.01%
34,050
-730
1554
$1.46M ﹤0.01%
146,587
-18,960
1555
$1.46M ﹤0.01%
43,325
-1,068
1556
$1.46M ﹤0.01%
56,564
+4,949
1557
$1.45M ﹤0.01%
52,412
+3,423
1558
$1.45M ﹤0.01%
80,033
-1,455
1559
$1.45M ﹤0.01%
34,053
-12,976
1560
$1.45M ﹤0.01%
77,263
+54,896
1561
$1.45M ﹤0.01%
194,901
-193,089
1562
$1.45M ﹤0.01%
36,179
-21,251
1563
$1.44M ﹤0.01%
53,541
-39,266
1564
$1.44M ﹤0.01%
44,420
+6,055
1565
$1.44M ﹤0.01%
141,188
+650
1566
$1.44M ﹤0.01%
26,453
+2,428
1567
$1.43M ﹤0.01%
+37,792
1568
$1.43M ﹤0.01%
5,743
+4
1569
$1.43M ﹤0.01%
121,614
+12,077
1570
$1.43M ﹤0.01%
28,956
+2,491
1571
$1.43M ﹤0.01%
45,950
-41,992
1572
$1.43M ﹤0.01%
233,068
-32,428
1573
$1.43M ﹤0.01%
137,285
-8,116
1574
$1.43M ﹤0.01%
178,380
1575
$1.42M ﹤0.01%
29,346
-3,008
61 62
63
64 65