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
1601
$1.37M ﹤0.01%
50,565
+5,770
1602
$1.37M ﹤0.01%
39,090
+3,609
1603
$1.37M ﹤0.01%
+21,136
1604
$1.37M ﹤0.01%
45,120
-2,553
1605
$1.36M ﹤0.01%
28,208
-767
1606
$1.36M ﹤0.01%
30,496
-2,102
1607
$1.36M ﹤0.01%
31,954
-906
1608
$1.36M ﹤0.01%
121,786
-85
1609
$1.36M ﹤0.01%
+33,311
1610
$1.36M ﹤0.01%
9,398
-81
1611
$1.36M ﹤0.01%
30,022
+20,548
1612
$1.35M ﹤0.01%
37,269
+27,056
1613
$1.35M ﹤0.01%
+22,754
1614
$1.35M ﹤0.01%
142,296
+37,751
1615
$1.35M ﹤0.01%
47,826
1616
$1.35M ﹤0.01%
18,287
1617
$1.35M ﹤0.01%
18,994
-16,758
1618
$1.34M ﹤0.01%
8,769
+92
1619
$1.34M ﹤0.01%
22,952
+16,936
1620
$1.34M ﹤0.01%
5,130
+402
1621
$1.34M ﹤0.01%
8,091
-4,126
1622
$1.34M ﹤0.01%
27,901
+1,333
1623
$1.34M ﹤0.01%
+40,984
1624
$1.33M ﹤0.01%
79,948
+1,298
1625
$1.33M ﹤0.01%
37,729
-37,205
63 64
65
66 67