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
1851
$974K ﹤0.01%
25,717
-3,343
1852
$973K ﹤0.01%
112,001
-2,675
1853
$973K ﹤0.01%
+39,467
1854
$973K ﹤0.01%
22,635
-1,356
1855
$972K ﹤0.01%
33,995
-397
1856
$971K ﹤0.01%
22,379
-19,261
1857
$970K ﹤0.01%
17,317
-2,768
1858
$967K ﹤0.01%
24,364
+8,743
1859
$967K ﹤0.01%
26,401
+5,083
1860
$964K ﹤0.01%
28,359
+6,098
1861
$963K ﹤0.01%
12,869
-1,187
1862
$957K ﹤0.01%
44,928
+1,336
1863
$954K ﹤0.01%
40,275
-17,799
1864
$954K ﹤0.01%
28,710
+713
1865
$951K ﹤0.01%
65,208
+4,340
1866
$950K ﹤0.01%
41,901
-39,020
1867
$950K ﹤0.01%
55,000
1868
$949K ﹤0.01%
15,835
-1,004
1869
$948K ﹤0.01%
63,655
+7,126
1870
$946K ﹤0.01%
19,757
+14,457
1871
$945K ﹤0.01%
49,012
+6,522
1872
$945K ﹤0.01%
41,795
+16
1873
$944K ﹤0.01%
18,569
-2,467
1874
$943K ﹤0.01%
43,404
-3,748
1875
$941K ﹤0.01%
43,429
-36,328
73 74
75
76 77