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
2176
$560K ﹤0.01%
6,049
+1,366
2177
$560K ﹤0.01%
56,077
+8,791
2178
$559K ﹤0.01%
54,400
2179
$558K ﹤0.01%
11,534
+218
2180
$558K ﹤0.01%
13,278
-10,491
2181
$558K ﹤0.01%
3,499
+1,076
2182
$558K ﹤0.01%
7,988
-622
2183
$556K ﹤0.01%
9,957
-1,299
2184
$556K ﹤0.01%
12,079
-3,040
2185
$556K ﹤0.01%
20,935
+5,580
2186
$553K ﹤0.01%
3,374
+2,095
2187
$553K ﹤0.01%
+7,480
2188
$552K ﹤0.01%
8,634
+2,994
2189
$551K ﹤0.01%
21,287
+1,445
2190
$549K ﹤0.01%
15,259
-2,841
2191
$549K ﹤0.01%
9,640
+701
2192
$548K ﹤0.01%
81,022
+12,284
2193
$547K ﹤0.01%
6,802
-309
2194
$546K ﹤0.01%
10,302
-27,684
2195
$546K ﹤0.01%
+6,926
2196
$545K ﹤0.01%
17,498
-453
2197
$544K ﹤0.01%
7,282
-6,584
2198
$543K ﹤0.01%
14,598
-1,933
2199
$543K ﹤0.01%
9,257
-425
2200
$543K ﹤0.01%
48,473
+8,066
86 87
88
89 90