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
1776
$1.07M ﹤0.01%
32,412
+2,362
1777
$1.07M ﹤0.01%
14,187
+1,856
1778
$1.07M ﹤0.01%
176,335
-1,494
1779
$1.07M ﹤0.01%
82,461
-68,616
1780
$1.07M ﹤0.01%
68,577
-60,263
1781
$1.07M ﹤0.01%
102,906
+31,999
1782
$1.07M ﹤0.01%
83,036
-21,231
1783
$1.07M ﹤0.01%
80,017
-64,506
1784
$1.06M ﹤0.01%
18,648
+3,707
1785
$1.06M ﹤0.01%
28,028
1786
$1.06M ﹤0.01%
33,936
-514
1787
$1.06M ﹤0.01%
19,784
+5,592
1788
$1.05M ﹤0.01%
34,838
-3,828
1789
$1.05M ﹤0.01%
60,064
1790
$1.05M ﹤0.01%
+30,632
1791
$1.05M ﹤0.01%
17,225
+6,601
1792
$1.05M ﹤0.01%
16,144
+4,736
1793
$1.05M ﹤0.01%
11,730
-1,005
1794
$1.05M ﹤0.01%
20,399
+164
1795
$1.05M ﹤0.01%
78,424
+47,658
1796
$1.05M ﹤0.01%
60,385
-4,526
1797
$1.05M ﹤0.01%
28,405
+7,277
1798
$1.04M ﹤0.01%
168,840
-12,280
1799
$1.04M ﹤0.01%
50,845
-53,269
1800
$1.04M ﹤0.01%
19,783
-2,197
70 71
72
73 74