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
2126
$624K ﹤0.01%
44,919
-17
2127
$623K ﹤0.01%
+24,855
2128
$621K ﹤0.01%
13,920
+4,032
2129
$619K ﹤0.01%
9,276
-78
2130
$618K ﹤0.01%
+6,816
2131
$618K ﹤0.01%
48,225
-3
2132
$617K ﹤0.01%
4,118
-840
2133
$615K ﹤0.01%
6,269
-22,469
2134
$614K ﹤0.01%
16,938
+1,967
2135
$614K ﹤0.01%
+6,145
2136
$614K ﹤0.01%
+11,655
2137
$611K ﹤0.01%
9,444
-782
2138
$608K ﹤0.01%
+20,434
2139
$606K ﹤0.01%
14,384
+7,084
2140
$606K ﹤0.01%
17,616
-44,170
2141
$605K ﹤0.01%
45,923
+862
2142
$604K ﹤0.01%
13,474
-100
2143
$603K ﹤0.01%
8,938
-4,372
2144
$600K ﹤0.01%
22,435
+695
2145
$599K ﹤0.01%
+12,823
2146
$597K ﹤0.01%
24,211
2147
$595K ﹤0.01%
15,630
+300
2148
$595K ﹤0.01%
9,499
-1,098
2149
$594K ﹤0.01%
15,059
-631
2150
$594K ﹤0.01%
26,000
84 85
86
87 88