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
1901
$905K ﹤0.01%
64,406
+12,711
1902
$903K ﹤0.01%
12,280
-7,205
1903
$903K ﹤0.01%
60,559
+4,516
1904
$900K ﹤0.01%
18,582
-622
1905
$898K ﹤0.01%
18,284
+113
1906
$895K ﹤0.01%
35,290
-4,270
1907
$895K ﹤0.01%
95,801
+1,022
1908
$894K ﹤0.01%
23,779
-872
1909
$890K ﹤0.01%
+48,726
1910
$890K ﹤0.01%
7,944
+231
1911
$890K ﹤0.01%
37,247
-466
1912
$887K ﹤0.01%
55,855
1913
$887K ﹤0.01%
21,908
-10,490
1914
$887K ﹤0.01%
+54,692
1915
$886K ﹤0.01%
78,532
-36,310
1916
$885K ﹤0.01%
52,659
-1,600
1917
$884K ﹤0.01%
37,516
+5,014
1918
$883K ﹤0.01%
+50,854
1919
$882K ﹤0.01%
14,137
-11,029
1920
$880K ﹤0.01%
15,016
-10,968
1921
$879K ﹤0.01%
74,308
+20,184
1922
$878K ﹤0.01%
49,558
-4
1923
$876K ﹤0.01%
10,321
+293
1924
$874K ﹤0.01%
26,363
+2,864
1925
$874K ﹤0.01%
217,164
+68,644
75 76
77
78 79