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
2401
$393K ﹤0.01%
12,203
-11,440
2402
$393K ﹤0.01%
14,596
-90
2403
$392K ﹤0.01%
39,151
-647
2404
$392K ﹤0.01%
18,022
+7,624
2405
$390K ﹤0.01%
7,448
+2,112
2406
$390K ﹤0.01%
+22,636
2407
$387K ﹤0.01%
18,938
+3,753
2408
$387K ﹤0.01%
7,681
2409
$387K ﹤0.01%
12,607
+295
2410
$387K ﹤0.01%
5,564
+91
2411
$387K ﹤0.01%
5,364
+564
2412
$385K ﹤0.01%
10,538
+2,755
2413
$384K ﹤0.01%
10,158
+1,225
2414
$384K ﹤0.01%
9,826
-200
2415
$384K ﹤0.01%
9,292
-38
2416
$382K ﹤0.01%
4,108
+11
2417
$381K ﹤0.01%
11,295
+130
2418
$381K ﹤0.01%
19,075
-107
2419
$380K ﹤0.01%
+12,073
2420
$380K ﹤0.01%
9,327
-177
2421
$380K ﹤0.01%
21,322
+368
2422
$379K ﹤0.01%
17,906
-170
2423
$377K ﹤0.01%
58,440
-48,280
2424
$377K ﹤0.01%
48,898
+400
2425
$376K ﹤0.01%
17,717
+266
95 96
97
98 99