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
1951
$833K ﹤0.01%
+20,808
1952
$833K ﹤0.01%
95,058
+4,439
1953
$831K ﹤0.01%
9,722
+2,920
1954
$830K ﹤0.01%
16,219
-17,744
1955
$830K ﹤0.01%
25,391
+1,400
1956
$829K ﹤0.01%
10,995
+300
1957
$828K ﹤0.01%
16,916
+213
1958
$827K ﹤0.01%
42,301
-4,099
1959
$825K ﹤0.01%
36,000
1960
$825K ﹤0.01%
16,989
+12,251
1961
$823K ﹤0.01%
55,200
-19,800
1962
$823K ﹤0.01%
120,099
+638
1963
$821K ﹤0.01%
162,297
-1,004
1964
$819K ﹤0.01%
37,442
+1,073
1965
$818K ﹤0.01%
20,090
-777
1966
$817K ﹤0.01%
10,546
-23
1967
$815K ﹤0.01%
7,998
-1,711
1968
$814K ﹤0.01%
12,819
+6,454
1969
$813K ﹤0.01%
9,393
+856
1970
$811K ﹤0.01%
42,540
-35,783
1971
$811K ﹤0.01%
23,124
-4,799
1972
$809K ﹤0.01%
20,953
-5,595
1973
$808K ﹤0.01%
5,606
-2,205
1974
$806K ﹤0.01%
14,633
+3,167
1975
$804K ﹤0.01%
32,302
-748
77 78
79
80 81