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
1651
$1.28M ﹤0.01%
+125,110
1652
$1.28M ﹤0.01%
58,740
-4,148
1653
$1.28M ﹤0.01%
9,822
-20,509
1654
$1.28M ﹤0.01%
50,582
-10,145
1655
$1.27M ﹤0.01%
83,093
-2,185
1656
$1.27M ﹤0.01%
31,840
+25,049
1657
$1.27M ﹤0.01%
+59,555
1658
$1.27M ﹤0.01%
65,182
-1,663
1659
$1.27M ﹤0.01%
20,934
-11,016
1660
$1.27M ﹤0.01%
111,470
-8,227
1661
$1.27M ﹤0.01%
24,938
-5,835
1662
$1.27M ﹤0.01%
28,524
+1,941
1663
$1.26M ﹤0.01%
23,591
+148
1664
$1.26M ﹤0.01%
14,730
-2,663
1665
$1.26M ﹤0.01%
21,814
+3,684
1666
$1.26M ﹤0.01%
38,558
-936
1667
$1.26M ﹤0.01%
41,191
+1,997
1668
$1.25M ﹤0.01%
16,293
-237
1669
$1.25M ﹤0.01%
53,550
-3,215
1670
$1.25M ﹤0.01%
11,517
-2,201
1671
$1.25M ﹤0.01%
7,162
-1,189
1672
$1.25M ﹤0.01%
25,997
-13,284
1673
$1.24M ﹤0.01%
90,268
-83,430
1674
$1.24M ﹤0.01%
+37,776
1675
$1.24M ﹤0.01%
13,749
+3,678
65 66
67
68 69