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
$39.2B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$59.7M
3
+$55.9M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$55.8M
5
DIS icon
Walt Disney
DIS
+$55.4M

Top Sells

1
+$55.8M
2
+$55M
3
+$54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$41.7M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$36.2M

Sector Composition

1 Technology 12.87%
2 Financials 10.53%
3 Healthcare 10.12%
4 Industrials 8.58%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35.7M 0.09%
219,867
+1,242
227
$35.4M 0.09%
1,146,863
+72,588
228
$34.8M 0.09%
388,234
+62,960
229
$34.8M 0.09%
192,572
-65,212
230
$34.6M 0.09%
662,346
+51,653
231
$34.6M 0.09%
259,567
+107,742
232
$34.5M 0.09%
434,020
+8,642
233
$34.3M 0.09%
514,633
-37,105
234
$34.2M 0.09%
716,518
-65,529
235
$33.5M 0.09%
211,703
-13,806
236
$33.4M 0.09%
384,084
-69,208
237
$33.1M 0.08%
195,750
-8,106
238
$32.8M 0.08%
780,601
-56,972
239
$32.3M 0.08%
277,322
+52,178
240
$32.1M 0.08%
844,073
+12,089
241
$31.9M 0.08%
219,523
+9,411
242
$31.8M 0.08%
102
+28
243
$31.1M 0.08%
367,871
+45,344
244
$31M 0.08%
230,194
+2,359
245
$30.8M 0.08%
512,059
+146,820
246
$30.5M 0.08%
510,140
+3,952
247
$30.5M 0.08%
1,182,739
+793,667
248
$30.4M 0.08%
226,424
+271
249
$30.2M 0.08%
677,474
-42,175
250
$30.1M 0.08%
436,087
+37,558
8 9
10
11 12