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
2451
$354K ﹤0.01%
8,145
-2,960
2452
$354K ﹤0.01%
18,332
-14,900
2453
$353K ﹤0.01%
8,497
+4,093
2454
$352K ﹤0.01%
41,716
+9,913
2455
$352K ﹤0.01%
8,013
-255
2456
$352K ﹤0.01%
41,548
-9,613
2457
$351K ﹤0.01%
3,725
-265
2458
$351K ﹤0.01%
28,389
-752
2459
$350K ﹤0.01%
6,938
-1,197
2460
$349K ﹤0.01%
24,674
-7,993
2461
$349K ﹤0.01%
7,967
-458
2462
$349K ﹤0.01%
4,602
-123
2463
$344K ﹤0.01%
10,225
-11,434
2464
$344K ﹤0.01%
30,986
+6,589
2465
$344K ﹤0.01%
25,363
-4,793
2466
$344K ﹤0.01%
22,444
-3,078
2467
$343K ﹤0.01%
23,288
-340
2468
$343K ﹤0.01%
7,371
-469
2469
$342K ﹤0.01%
+8,606
2470
$341K ﹤0.01%
10,365
+259
2471
$341K ﹤0.01%
8,455
+635
2472
$340K ﹤0.01%
47,490
+2,000
2473
$340K ﹤0.01%
13,440
2474
$340K ﹤0.01%
42,489
+250
2475
$339K ﹤0.01%
16,445
-19,806
97 98
99
100 101