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
1876
$939K ﹤0.01%
35,374
+15,289
1877
$936K ﹤0.01%
41,855
-5,369
1878
$935K ﹤0.01%
25,971
-10,773
1879
$934K ﹤0.01%
29,202
+1,164
1880
$934K ﹤0.01%
48,432
+10,476
1881
$933K ﹤0.01%
6,712
+2,509
1882
$933K ﹤0.01%
67,035
-4,528
1883
$931K ﹤0.01%
25,364
-4,916
1884
$930K ﹤0.01%
14,438
+8,781
1885
$929K ﹤0.01%
20,222
-18,520
1886
$928K ﹤0.01%
30,979
-4,407
1887
$924K ﹤0.01%
12,215
+2,400
1888
$921K ﹤0.01%
25,406
-28,111
1889
$921K ﹤0.01%
512,484
-182,021
1890
$920K ﹤0.01%
30,420
1891
$918K ﹤0.01%
59,271
+3,100
1892
$917K ﹤0.01%
18,624
-829
1893
$917K ﹤0.01%
146,152
-120,074
1894
$916K ﹤0.01%
17,825
+1,050
1895
$914K ﹤0.01%
22,033
-2,850
1896
$913K ﹤0.01%
5,324
+4,105
1897
$912K ﹤0.01%
25,629
+510
1898
$911K ﹤0.01%
11,492
+6,369
1899
$911K ﹤0.01%
40,098
-1,562
1900
$906K ﹤0.01%
64,934
-644
74 75
76
77 78