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
1801
$1.04M ﹤0.01%
78,600
-9,857
1802
$1.04M ﹤0.01%
17,584
+228
1803
$1.04M ﹤0.01%
68,881
+20,636
1804
$1.04M ﹤0.01%
14,059
+76
1805
$1.04M ﹤0.01%
91,001
+6,008
1806
$1.03M ﹤0.01%
70,552
+1,015
1807
$1.03M ﹤0.01%
38,097
-216
1808
$1.03M ﹤0.01%
70,088
+40,960
1809
$1.03M ﹤0.01%
+15,332
1810
$1.03M ﹤0.01%
107,687
+36,260
1811
$1.03M ﹤0.01%
124,330
-2,205
1812
$1.03M ﹤0.01%
53,512
-15,297
1813
$1.03M ﹤0.01%
6,880
-1,989
1814
$1.02M ﹤0.01%
7,118
+2,005
1815
$1.02M ﹤0.01%
16,760
-86
1816
$1.02M ﹤0.01%
19,090
-1,861
1817
$1.02M ﹤0.01%
32,831
+16,501
1818
$1.02M ﹤0.01%
20,478
-97
1819
$1.02M ﹤0.01%
14,355
+1,912
1820
$1.02M ﹤0.01%
18,195
+2,955
1821
$1.02M ﹤0.01%
13,642
+6,005
1822
$1.02M ﹤0.01%
32,002
-22,326
1823
$1.02M ﹤0.01%
1,756
+290
1824
$1.02M ﹤0.01%
15,924
+951
1825
$1.01M ﹤0.01%
40,894
+15,075
71 72
73
74 75