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
2426
$376K ﹤0.01%
12,318
2427
$376K ﹤0.01%
10,509
-310
2428
$375K ﹤0.01%
8,795
-10
2429
$373K ﹤0.01%
20,187
+308
2430
$371K ﹤0.01%
28,103
-572
2431
$370K ﹤0.01%
9,208
-3,888
2432
$370K ﹤0.01%
+5,084
2433
$369K ﹤0.01%
14,108
-24,758
2434
$369K ﹤0.01%
13,311
-59
2435
$368K ﹤0.01%
22,506
2436
$367K ﹤0.01%
519
2437
$367K ﹤0.01%
10,638
-326
2438
$366K ﹤0.01%
4,972
-12,451
2439
$366K ﹤0.01%
11,656
-502
2440
$366K ﹤0.01%
+7,586
2441
$364K ﹤0.01%
24,602
2442
$364K ﹤0.01%
18,154
-15,267
2443
$363K ﹤0.01%
20,680
-1,043
2444
$362K ﹤0.01%
3,305
-357
2445
$361K ﹤0.01%
12,664
-334
2446
$360K ﹤0.01%
53,643
+3,014
2447
$360K ﹤0.01%
19,868
-256
2448
$360K ﹤0.01%
12,547
+409
2449
$358K ﹤0.01%
8,223
-553
2450
$358K ﹤0.01%
21,834
+6,477
96 97
98
99 100