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
2076
$674K ﹤0.01%
19,919
+5,943
2077
$673K ﹤0.01%
45,552
-2,868
2078
$673K ﹤0.01%
34,705
+5,474
2079
$672K ﹤0.01%
41,962
-5,587
2080
$670K ﹤0.01%
9,278
-480
2081
$667K ﹤0.01%
18,825
2082
$664K ﹤0.01%
71,810
-2,000
2083
$663K ﹤0.01%
16,736
+1,660
2084
$662K ﹤0.01%
+5,114
2085
$660K ﹤0.01%
43,384
-791
2086
$659K ﹤0.01%
+10,861
2087
$659K ﹤0.01%
9,995
-438
2088
$659K ﹤0.01%
11,252
+3,422
2089
$657K ﹤0.01%
70,736
+10,678
2090
$656K ﹤0.01%
49,289
-5,232
2091
$656K ﹤0.01%
57,212
+35,503
2092
$652K ﹤0.01%
+18,929
2093
$652K ﹤0.01%
7,913
-56
2094
$651K ﹤0.01%
101,011
-9,171
2095
$651K ﹤0.01%
11,869
-1,223
2096
$650K ﹤0.01%
13,410
-119
2097
$650K ﹤0.01%
10,032
-50
2098
$650K ﹤0.01%
12,942
-12,690
2099
$650K ﹤0.01%
99,711
-15,300
2100
$649K ﹤0.01%
+14,931
82 83
84
85 86