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
1826
$1.01M ﹤0.01%
12,278
+133
1827
$1.01M ﹤0.01%
86,291
+11,259
1828
$1.01M ﹤0.01%
266,404
1829
$1M ﹤0.01%
16,708
+168
1830
$1M ﹤0.01%
101,253
+46,172
1831
$1M ﹤0.01%
49,584
+6,573
1832
$999K ﹤0.01%
23,660
-125
1833
$999K ﹤0.01%
6,980
+2,510
1834
$999K ﹤0.01%
48,334
+1,783
1835
$996K ﹤0.01%
20,558
+2,248
1836
$995K ﹤0.01%
68,411
-58,190
1837
$993K ﹤0.01%
44,567
-28,135
1838
$992K ﹤0.01%
17,589
-3,314
1839
$990K ﹤0.01%
26,432
-23,063
1840
$989K ﹤0.01%
61,257
-59,481
1841
$987K ﹤0.01%
17,770
-71,161
1842
$986K ﹤0.01%
+17,909
1843
$985K ﹤0.01%
105,194
-95,732
1844
$981K ﹤0.01%
25,650
-3,180
1845
$981K ﹤0.01%
163,043
-40,415
1846
$981K ﹤0.01%
62,854
+5,373
1847
$981K ﹤0.01%
39,000
1848
$977K ﹤0.01%
30,354
+10,197
1849
$976K ﹤0.01%
45,515
+1,219
1850
$975K ﹤0.01%
56,535
+7,405
72 73
74
75 76