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
2151
$594K ﹤0.01%
42,723
-715
2152
$593K ﹤0.01%
1,575
-1,367
2153
$592K ﹤0.01%
9,275
-392
2154
$591K ﹤0.01%
73,507
-3,385
2155
$589K ﹤0.01%
67,183
+19,407
2156
$588K ﹤0.01%
14,651
-19,987
2157
$588K ﹤0.01%
43,899
+5,805
2158
$588K ﹤0.01%
39,557
-8,089
2159
$587K ﹤0.01%
+9,291
2160
$587K ﹤0.01%
63,759
+24,928
2161
$581K ﹤0.01%
76,584
-9,214
2162
$581K ﹤0.01%
30,226
+1,550
2163
$580K ﹤0.01%
10,740
+882
2164
$577K ﹤0.01%
+33,121
2165
$575K ﹤0.01%
12,654
-65,860
2166
$572K ﹤0.01%
22,163
+988
2167
$571K ﹤0.01%
12,611
-404
2168
$571K ﹤0.01%
21,215
-800
2169
$569K ﹤0.01%
14,181
-96
2170
$567K ﹤0.01%
2,964
+1,037
2171
$567K ﹤0.01%
48,097
-51,221
2172
$563K ﹤0.01%
48,520
+10,728
2173
$563K ﹤0.01%
97,028
-22,660
2174
$562K ﹤0.01%
55,662
+44,204
2175
$560K ﹤0.01%
8,327
-6,328
85 86
87
88 89