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
1701
$1.18M ﹤0.01%
114,802
-41,715
1702
$1.18M ﹤0.01%
97,337
-42,795
1703
$1.18M ﹤0.01%
39,573
-7,024
1704
$1.18M ﹤0.01%
9,810
+1,311
1705
$1.17M ﹤0.01%
35,057
+11,793
1706
$1.17M ﹤0.01%
28,726
-10,701
1707
$1.17M ﹤0.01%
27,389
+20,964
1708
$1.17M ﹤0.01%
+30,273
1709
$1.17M ﹤0.01%
21,362
-371
1710
$1.17M ﹤0.01%
34,366
+309
1711
$1.16M ﹤0.01%
34,182
+26,005
1712
$1.16M ﹤0.01%
23,041
-16,253
1713
$1.16M ﹤0.01%
1,524
+221
1714
$1.16M ﹤0.01%
+30,408
1715
$1.16M ﹤0.01%
7,839
+411
1716
$1.16M ﹤0.01%
38,480
+13,599
1717
$1.15M ﹤0.01%
70,000
1718
$1.15M ﹤0.01%
799
+82
1719
$1.15M ﹤0.01%
39,784
-3,430
1720
$1.15M ﹤0.01%
8,449
-6,566
1721
$1.15M ﹤0.01%
37,836
-34,250
1722
$1.14M ﹤0.01%
60,970
+11,531
1723
$1.14M ﹤0.01%
39,464
+812
1724
$1.14M ﹤0.01%
+60,000
1725
$1.14M ﹤0.01%
+13,635
67 68
69
70 71