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
2526
$255K ﹤0.01%
14,513
-3,471
2527
$254K ﹤0.01%
3,552
-43,210
2528
$254K ﹤0.01%
+4,516
2529
$253K ﹤0.01%
3,428
-755
2530
$253K ﹤0.01%
32,681
+3,226
2531
$253K ﹤0.01%
2,770
-10,722
2532
$253K ﹤0.01%
+9,695
2533
$253K ﹤0.01%
10,972
+298
2534
$253K ﹤0.01%
8,177
+410
2535
$252K ﹤0.01%
+7,740
2536
$252K ﹤0.01%
106,450
+3,625
2537
$251K ﹤0.01%
7,761
2538
$251K ﹤0.01%
13,043
-584
2539
$251K ﹤0.01%
24,397
+1,204
2540
$250K ﹤0.01%
+2,750
2541
$250K ﹤0.01%
81,306
+21,833
2542
$250K ﹤0.01%
9,419
-705
2543
$248K ﹤0.01%
31,696
2544
$247K ﹤0.01%
16,245
+4,737
2545
$247K ﹤0.01%
1,904
-1,684
2546
$247K ﹤0.01%
+12,788
2547
$245K ﹤0.01%
5,336
2548
$245K ﹤0.01%
17,686
2549
$244K ﹤0.01%
5,300
-2,816
2550
$242K ﹤0.01%
+11,912
100 101
102
103 104