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
1751
$1.1M ﹤0.01%
+54,529
1752
$1.1M ﹤0.01%
100,355
-3,230
1753
$1.1M ﹤0.01%
18,967
-8,990
1754
$1.1M ﹤0.01%
18,711
+4,655
1755
$1.1M ﹤0.01%
3,943
+1,225
1756
$1.09M ﹤0.01%
44,195
+4,987
1757
$1.09M ﹤0.01%
18,224
-2,816
1758
$1.09M ﹤0.01%
43,548
+21,972
1759
$1.09M ﹤0.01%
21,281
+11,543
1760
$1.09M ﹤0.01%
34,419
+14,733
1761
$1.09M ﹤0.01%
12,610
-879
1762
$1.09M ﹤0.01%
32,577
-18,483
1763
$1.09M ﹤0.01%
+39,380
1764
$1.09M ﹤0.01%
84,656
-6,706
1765
$1.09M ﹤0.01%
27,087
+457
1766
$1.09M ﹤0.01%
+37,523
1767
$1.08M ﹤0.01%
40,391
-3,336
1768
$1.08M ﹤0.01%
34,000
1769
$1.08M ﹤0.01%
79,999
+6,164
1770
$1.08M ﹤0.01%
38,872
+17,587
1771
$1.08M ﹤0.01%
8,094
+6,565
1772
$1.08M ﹤0.01%
12,462
-2,600
1773
$1.08M ﹤0.01%
42,284
-54,068
1774
$1.07M ﹤0.01%
7,700
+810
1775
$1.07M ﹤0.01%
27,648
-1,602
69 70
71
72 73