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
2326
$450K ﹤0.01%
9,483
+3,067
2327
$450K ﹤0.01%
40,025
-94
2328
$449K ﹤0.01%
6,201
+1,932
2329
$449K ﹤0.01%
7,652
+2,810
2330
$448K ﹤0.01%
38,447
-1,440
2331
$448K ﹤0.01%
+12,647
2332
$447K ﹤0.01%
14,162
+6,023
2333
$445K ﹤0.01%
31,506
+7,036
2334
$445K ﹤0.01%
13,086
-11,604
2335
$444K ﹤0.01%
13,176
+2,899
2336
$444K ﹤0.01%
45,046
-47,822
2337
$443K ﹤0.01%
32,224
+14,590
2338
$442K ﹤0.01%
+21,926
2339
$441K ﹤0.01%
23,196
+3,450
2340
$441K ﹤0.01%
4,910
+808
2341
$440K ﹤0.01%
38,477
+1,928
2342
$439K ﹤0.01%
6,456
+1,611
2343
$438K ﹤0.01%
+18,235
2344
$437K ﹤0.01%
+14,926
2345
$435K ﹤0.01%
+40,657
2346
$435K ﹤0.01%
6,332
+1,740
2347
$435K ﹤0.01%
27,961
+9,320
2348
$433K ﹤0.01%
10,078
+4,108
2349
$433K ﹤0.01%
11,200
2350
$433K ﹤0.01%
+14,744
92 93
94
95 96