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
1926
$872K ﹤0.01%
84,170
+4,832
1927
$871K ﹤0.01%
22,145
+4,877
1928
$867K ﹤0.01%
27,895
-21,844
1929
$867K ﹤0.01%
34,518
+31
1930
$866K ﹤0.01%
47,930
+17,331
1931
$865K ﹤0.01%
+34,325
1932
$863K ﹤0.01%
13,305
+3,577
1933
$862K ﹤0.01%
105,000
1934
$860K ﹤0.01%
33,093
-2,634
1935
$860K ﹤0.01%
17,942
-13,193
1936
$856K ﹤0.01%
46,549
-36,020
1937
$856K ﹤0.01%
+21,338
1938
$855K ﹤0.01%
19,599
+320
1939
$854K ﹤0.01%
36,593
-31,900
1940
$854K ﹤0.01%
20,731
-101,892
1941
$852K ﹤0.01%
59,208
1942
$849K ﹤0.01%
41,441
-1,911
1943
$844K ﹤0.01%
6,148
+1,618
1944
$844K ﹤0.01%
18,851
+9,691
1945
$840K ﹤0.01%
32,245
-378
1946
$840K ﹤0.01%
25,984
+129
1947
$839K ﹤0.01%
24,748
+204
1948
$839K ﹤0.01%
34,214
-1,929
1949
$838K ﹤0.01%
+65,950
1950
$833K ﹤0.01%
3,975
+284
76 77
78
79 80