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
2626
$213K ﹤0.01%
3,461
+8
2627
$213K ﹤0.01%
+45,638
2628
$212K ﹤0.01%
16,394
-1,171
2629
$212K ﹤0.01%
11,130
-11,187
2630
$211K ﹤0.01%
+12,500
2631
$210K ﹤0.01%
11,710
+277
2632
$210K ﹤0.01%
10,928
2633
$210K ﹤0.01%
15,300
-2,235
2634
$210K ﹤0.01%
7,225
+691
2635
$208K ﹤0.01%
4,731
-129
2636
$207K ﹤0.01%
+1,279
2637
$207K ﹤0.01%
4,998
-8,118
2638
$207K ﹤0.01%
3,162
+194
2639
$206K ﹤0.01%
29,526
+14,407
2640
$205K ﹤0.01%
+7,300
2641
$205K ﹤0.01%
11,306
2642
$205K ﹤0.01%
14,141
-3,147
2643
$205K ﹤0.01%
13,919
-425
2644
$205K ﹤0.01%
13,810
-2,524
2645
$204K ﹤0.01%
5,682
+116
2646
$204K ﹤0.01%
+1,219
2647
$203K ﹤0.01%
3,053
-186
2648
$203K ﹤0.01%
2,795
-126
2649
$203K ﹤0.01%
3,908
-250
2650
$203K ﹤0.01%
+6,901
104 105
106
107 108