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
2476
$278K ﹤0.01%
6,276
+462
2477
$278K ﹤0.01%
9,813
-319
2478
$278K ﹤0.01%
+23,200
2479
$277K ﹤0.01%
5,970
-192
2480
$277K ﹤0.01%
+24,684
2481
$277K ﹤0.01%
13,451
2482
$277K ﹤0.01%
7,850
2483
$277K ﹤0.01%
6,607
-11,720
2484
$276K ﹤0.01%
13,795
+390
2485
$275K ﹤0.01%
19,037
-284
2486
$275K ﹤0.01%
18,354
-7,927
2487
$275K ﹤0.01%
15,067
+550
2488
$275K ﹤0.01%
10,560
-850
2489
$275K ﹤0.01%
27,096
-1,952
2490
$274K ﹤0.01%
18,073
-6,718
2491
$273K ﹤0.01%
+53,033
2492
$273K ﹤0.01%
11,987
+2,332
2493
$273K ﹤0.01%
20,000
-623
2494
$272K ﹤0.01%
5,770
-627
2495
$272K ﹤0.01%
20,393
+805
2496
$271K ﹤0.01%
+6,436
2497
$271K ﹤0.01%
7,820
+1,084
2498
$271K ﹤0.01%
7,493
+1,278
2499
$271K ﹤0.01%
14,237
-2,489
2500
$271K ﹤0.01%
4,012
+40
98 99
100
101 102