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
2051
$702K ﹤0.01%
8,145
+2,703
2052
$700K ﹤0.01%
34,065
-3,122
2053
$700K ﹤0.01%
39,144
+3,629
2054
$699K ﹤0.01%
6,393
+3,493
2055
$697K ﹤0.01%
3,057
+1,244
2056
$697K ﹤0.01%
32,580
+4,466
2057
$697K ﹤0.01%
10,915
+2,670
2058
$696K ﹤0.01%
12,943
-2,699
2059
$695K ﹤0.01%
39,343
+23,275
2060
$694K ﹤0.01%
+17,465
2061
$693K ﹤0.01%
39,924
+18,008
2062
$692K ﹤0.01%
13,690
+4,511
2063
$692K ﹤0.01%
2,078
+420
2064
$691K ﹤0.01%
9,770
+88
2065
$691K ﹤0.01%
99,612
-2,745
2066
$687K ﹤0.01%
36,247
-2,729
2067
$686K ﹤0.01%
7,580
+87
2068
$684K ﹤0.01%
22,370
+6,048
2069
$683K ﹤0.01%
71,266
+5,167
2070
$682K ﹤0.01%
13,923
+3,658
2071
$681K ﹤0.01%
33,498
+5,590
2072
$681K ﹤0.01%
23,733
-14,073
2073
$677K ﹤0.01%
38,902
-5,586
2074
$676K ﹤0.01%
6,956
-788
2075
$676K ﹤0.01%
13,528
+9,064
81 82
83
84 85