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
1676
$1.24M ﹤0.01%
22,081
+5,969
1677
$1.24M ﹤0.01%
50,641
+28,306
1678
$1.24M ﹤0.01%
10,455
+270
1679
$1.24M ﹤0.01%
56,613
-1,955
1680
$1.24M ﹤0.01%
67,758
+2,820
1681
$1.23M ﹤0.01%
52,650
-1,636
1682
$1.23M ﹤0.01%
37,138
-2,879
1683
$1.23M ﹤0.01%
119,078
+40,677
1684
$1.21M ﹤0.01%
30,105
+80
1685
$1.21M ﹤0.01%
28,282
+6,996
1686
$1.21M ﹤0.01%
31,289
+3,859
1687
$1.2M ﹤0.01%
5,641
-1,385
1688
$1.2M ﹤0.01%
142,491
+7,005
1689
$1.2M ﹤0.01%
79,433
-2,350
1690
$1.2M ﹤0.01%
22,461
+15
1691
$1.2M ﹤0.01%
34,763
-29,490
1692
$1.2M ﹤0.01%
29,736
+1,140
1693
$1.19M ﹤0.01%
+38,583
1694
$1.19M ﹤0.01%
16,693
-4,485
1695
$1.19M ﹤0.01%
69,556
+5,915
1696
$1.19M ﹤0.01%
57,850
+11,405
1697
$1.19M ﹤0.01%
12,335
+135
1698
$1.18M ﹤0.01%
71,913
+131
1699
$1.18M ﹤0.01%
36,944
+4,790
1700
$1.18M ﹤0.01%
11,343
+5,912
66 67
68
69 70