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
1976
$804K ﹤0.01%
+25,974
1977
$804K ﹤0.01%
39,176
-33,760
1978
$800K ﹤0.01%
21,478
-1,229
1979
$799K ﹤0.01%
+16,738
1980
$797K ﹤0.01%
+240,886
1981
$796K ﹤0.01%
+10,431
1982
$796K ﹤0.01%
+80,417
1983
$796K ﹤0.01%
11,548
-4,943
1984
$794K ﹤0.01%
10,411
-10,306
1985
$793K ﹤0.01%
19,770
+5,130
1986
$793K ﹤0.01%
6,944
-661
1987
$791K ﹤0.01%
12,714
1988
$791K ﹤0.01%
25,143
-22,445
1989
$789K ﹤0.01%
20,886
-313
1990
$788K ﹤0.01%
37,471
+1,655
1991
$788K ﹤0.01%
4,930
+1,240
1992
$786K ﹤0.01%
77,100
1993
$785K ﹤0.01%
16,666
+4,542
1994
$782K ﹤0.01%
+24,349
1995
$781K ﹤0.01%
72,656
-21,546
1996
$780K ﹤0.01%
72,875
-15,522
1997
$779K ﹤0.01%
15,437
+10,804
1998
$777K ﹤0.01%
7,502
-23
1999
$777K ﹤0.01%
9,097
-344
2000
$777K ﹤0.01%
20,610
+1,880
78 79
80
81 82