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
2276
$484K ﹤0.01%
22,107
+12,083
2277
$482K ﹤0.01%
9,047
-689
2278
$481K ﹤0.01%
5,993
-428
2279
$481K ﹤0.01%
24,572
+7,527
2280
$479K ﹤0.01%
13,975
+475
2281
$479K ﹤0.01%
18,081
+2,164
2282
$478K ﹤0.01%
+6,639
2283
$477K ﹤0.01%
10,024
+4,847
2284
$477K ﹤0.01%
17,862
-225
2285
$476K ﹤0.01%
+23,675
2286
$476K ﹤0.01%
12,560
-3,400
2287
$476K ﹤0.01%
+17,344
2288
$475K ﹤0.01%
51,249
-118,644
2289
$475K ﹤0.01%
25,016
-6,888
2290
$474K ﹤0.01%
14,829
-494
2291
$474K ﹤0.01%
28,379
-5,625
2292
$473K ﹤0.01%
+32,355
2293
$473K ﹤0.01%
13,818
-824
2294
$473K ﹤0.01%
12,887
+494
2295
$472K ﹤0.01%
+1,934
2296
$472K ﹤0.01%
33,718
+7,761
2297
$471K ﹤0.01%
11,786
+520
2298
$470K ﹤0.01%
10,718
-364
2299
$469K ﹤0.01%
23,684
+2,261
2300
$468K ﹤0.01%
20,042
-19,328
90 91
92
93 94