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
1726
$1.14M ﹤0.01%
59,440
+7,242
1727
$1.14M ﹤0.01%
22,920
-572
1728
$1.13M ﹤0.01%
18,340
-14,740
1729
$1.13M ﹤0.01%
32,984
-168
1730
$1.13M ﹤0.01%
52,635
+1,151
1731
$1.13M ﹤0.01%
16,561
+11,884
1732
$1.13M ﹤0.01%
90,207
-6,512
1733
$1.13M ﹤0.01%
+230,493
1734
$1.13M ﹤0.01%
24,197
+8,931
1735
$1.13M ﹤0.01%
112,266
-95,702
1736
$1.13M ﹤0.01%
59,016
-11,755
1737
$1.13M ﹤0.01%
58,024
+11,074
1738
$1.13M ﹤0.01%
48,508
+3,715
1739
$1.12M ﹤0.01%
21,388
+8,644
1740
$1.12M ﹤0.01%
37,726
-3,076
1741
$1.12M ﹤0.01%
37,974
-13,398
1742
$1.12M ﹤0.01%
18,692
+227
1743
$1.12M ﹤0.01%
80,816
-643
1744
$1.12M ﹤0.01%
12,512
-918
1745
$1.12M ﹤0.01%
70,531
+10,059
1746
$1.12M ﹤0.01%
14,210
+538
1747
$1.11M ﹤0.01%
+70,000
1748
$1.11M ﹤0.01%
31,251
+7,476
1749
$1.11M ﹤0.01%
7,154
-340
1750
$1.11M ﹤0.01%
111,075
+33,026
68 69
70
71 72