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
1576
$1.41M ﹤0.01%
127,169
+4,418
1577
$1.41M ﹤0.01%
47,309
+3,328
1578
$1.41M ﹤0.01%
16,469
-14,116
1579
$1.41M ﹤0.01%
54,072
-95,402
1580
$1.41M ﹤0.01%
46,175
-31,346
1581
$1.41M ﹤0.01%
+72,654
1582
$1.41M ﹤0.01%
111,800
-14,388
1583
$1.4M ﹤0.01%
26,113
-12,589
1584
$1.4M ﹤0.01%
53,571
+4,831
1585
$1.4M ﹤0.01%
21,532
-1,962
1586
$1.39M ﹤0.01%
76,660
-32,695
1587
$1.39M ﹤0.01%
216,813
+66,446
1588
$1.39M ﹤0.01%
62,783
+1,843
1589
$1.39M ﹤0.01%
46,564
+17,653
1590
$1.38M ﹤0.01%
8,335
+3,983
1591
$1.38M ﹤0.01%
204,498
-6,746
1592
$1.38M ﹤0.01%
25,459
+1,343
1593
$1.38M ﹤0.01%
35,557
+13,244
1594
$1.38M ﹤0.01%
46,267
-37,748
1595
$1.38M ﹤0.01%
17,374
+4,206
1596
$1.38M ﹤0.01%
14,863
+997
1597
$1.38M ﹤0.01%
59,769
+24,246
1598
$1.37M ﹤0.01%
44,334
-35,441
1599
$1.37M ﹤0.01%
19,440
+10,450
1600
$1.37M ﹤0.01%
16,528
-40,237
62 63
64
65 66