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
2376
$414K ﹤0.01%
79,571
-21,100
2377
$413K ﹤0.01%
12,759
-1,246
2378
$412K ﹤0.01%
24,873
-170
2379
$412K ﹤0.01%
6,656
-6,226
2380
$411K ﹤0.01%
18,594
+4,148
2381
$409K ﹤0.01%
98,234
+22,122
2382
$409K ﹤0.01%
43,851
-817
2383
$409K ﹤0.01%
15,019
+2,081
2384
$409K ﹤0.01%
13,216
+1,030
2385
$405K ﹤0.01%
4,785
-13,657
2386
$405K ﹤0.01%
14,830
-20,970
2387
$405K ﹤0.01%
+40,000
2388
$404K ﹤0.01%
18,890
-1,210
2389
$402K ﹤0.01%
77,065
+7,727
2390
$402K ﹤0.01%
71,435
-57,948
2391
$401K ﹤0.01%
+5,548
2392
$400K ﹤0.01%
6,625
+160
2393
$399K ﹤0.01%
37,888
-8,934
2394
$398K ﹤0.01%
8,228
+66
2395
$398K ﹤0.01%
22,864
+3,388
2396
$398K ﹤0.01%
26,700
-1,250
2397
$397K ﹤0.01%
5,458
-86
2398
$396K ﹤0.01%
34,850
+13,518
2399
$395K ﹤0.01%
16,390
+14
2400
$394K ﹤0.01%
19,743
+2,992
94 95
96
97 98