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
2226
$521K ﹤0.01%
+12,176
2227
$521K ﹤0.01%
44,302
+11,280
2228
$521K ﹤0.01%
+50,000
2229
$520K ﹤0.01%
88,512
+21,217
2230
$520K ﹤0.01%
18,509
-117
2231
$518K ﹤0.01%
+125,350
2232
$518K ﹤0.01%
22,775
-9,208
2233
$517K ﹤0.01%
9,002
-258
2234
$517K ﹤0.01%
33,668
+7,099
2235
$516K ﹤0.01%
12,617
-1,478
2236
$516K ﹤0.01%
+20,499
2237
$515K ﹤0.01%
3,245
-362
2238
$515K ﹤0.01%
7,411
+26
2239
$515K ﹤0.01%
26,325
+4,505
2240
$514K ﹤0.01%
+95,737
2241
$513K ﹤0.01%
9,344
-5,661
2242
$513K ﹤0.01%
18,994
+466
2243
$512K ﹤0.01%
+50,000
2244
$511K ﹤0.01%
18,791
+2,419
2245
$509K ﹤0.01%
39,758
+5,027
2246
$509K ﹤0.01%
+50,000
2247
$508K ﹤0.01%
19,592
+2,841
2248
$508K ﹤0.01%
+50,000
2249
$506K ﹤0.01%
14,943
+4,846
2250
$506K ﹤0.01%
7,690
-341
88 89
90
91 92