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
176
$62.6M 0.13%
1,965,451
-11,359
177
$61.6M 0.13%
179,171
+16,361
178
$61M 0.13%
673,501
+220,004
179
$61M 0.13%
1,515,741
+446,941
180
$60.8M 0.13%
380,503
+13,679
181
$58.8M 0.12%
916,656
+18,937
182
$58.3M 0.12%
301,548
+14,398
183
$58M 0.12%
509,060
+18,000
184
$56.6M 0.12%
346,217
+6,280
185
$56.6M 0.12%
1,190,282
+75,803
186
$56.3M 0.12%
608,645
-67,639
187
$55.1M 0.11%
416,527
+13,620
188
$55M 0.11%
374,662
+140,685
189
$54.6M 0.11%
682,448
-293,246
190
$54M 0.11%
1,004,950
+55,258
191
$53.6M 0.11%
901,676
-988,604
192
$53.1M 0.11%
398,244
+6,321
193
$52.5M 0.11%
376,879
+117,312
194
$49.8M 0.1%
164,573
-7,002
195
$49.6M 0.1%
507,936
-235,822
196
$49.3M 0.1%
234,855
+20,087
197
$49.2M 0.1%
485,032
-19,413
198
$49.1M 0.1%
486,938
-8,873
199
$49.1M 0.1%
251,811
-16,815
200
$48.7M 0.1%
1,504,030
+53,300
6 7
8
9 10