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
2351
$433K ﹤0.01%
39,800
-10,000
2352
$432K ﹤0.01%
35,599
-1,650
2353
$432K ﹤0.01%
+7,317
2354
$432K ﹤0.01%
+10,000
2355
$431K ﹤0.01%
24,481
-9,772
2356
$430K ﹤0.01%
19,756
+489
2357
$427K ﹤0.01%
71,953
+504
2358
$427K ﹤0.01%
9,748
+5,017
2359
$426K ﹤0.01%
37,803
+26,784
2360
$425K ﹤0.01%
8,887
+132
2361
$424K ﹤0.01%
6,094
+69
2362
$423K ﹤0.01%
+60,977
2363
$422K ﹤0.01%
+19,579
2364
$421K ﹤0.01%
29,650
+7,850
2365
$420K ﹤0.01%
+9,870
2366
$419K ﹤0.01%
9,126
-442
2367
$419K ﹤0.01%
13,894
-150
2368
$418K ﹤0.01%
7,142
+819
2369
$418K ﹤0.01%
4,173
+746
2370
$417K ﹤0.01%
19,480
2371
$417K ﹤0.01%
7,300
2372
$416K ﹤0.01%
20,355
+1,988
2373
$416K ﹤0.01%
15,988
+3,163
2374
$415K ﹤0.01%
9,607
+244
2375
$414K ﹤0.01%
+21,910
93 94
95
96 97