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
1626
$1.32M ﹤0.01%
+133,082
1627
$1.32M ﹤0.01%
16,507
+2,611
1628
$1.31M ﹤0.01%
73,466
+12,923
1629
$1.31M ﹤0.01%
21,613
-385
1630
$1.31M ﹤0.01%
33,863
-4,183
1631
$1.31M ﹤0.01%
120,463
+13,225
1632
$1.31M ﹤0.01%
78,665
+34,619
1633
$1.31M ﹤0.01%
56,820
+15,192
1634
$1.3M ﹤0.01%
44,103
-36,980
1635
$1.3M ﹤0.01%
19,376
+1,897
1636
$1.3M ﹤0.01%
+21,730
1637
$1.3M ﹤0.01%
38,664
+494
1638
$1.3M ﹤0.01%
97,103
+2,804
1639
$1.3M ﹤0.01%
38,215
+24,251
1640
$1.29M ﹤0.01%
34,875
+17,348
1641
$1.29M ﹤0.01%
+20,460
1642
$1.29M ﹤0.01%
41,891
+6,444
1643
$1.29M ﹤0.01%
+46,463
1644
$1.29M ﹤0.01%
49,881
-1,224
1645
$1.28M ﹤0.01%
50,180
-217
1646
$1.28M ﹤0.01%
70,078
+58,772
1647
$1.28M ﹤0.01%
37,580
-14,272
1648
$1.28M ﹤0.01%
36,250
-8,394
1649
$1.28M ﹤0.01%
60,295
+1,554
1650
$1.28M ﹤0.01%
22,391
+11
64 65
66
67 68