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
2651
$203K ﹤0.01%
+4,404
2652
$203K ﹤0.01%
+11,665
2653
$202K ﹤0.01%
15,103
2654
$202K ﹤0.01%
4,738
-125,839
2655
$201K ﹤0.01%
6,053
-1,285
2656
$200K ﹤0.01%
+4,604
2657
$200K ﹤0.01%
5,374
+43
2658
$198K ﹤0.01%
33,313
-84
2659
$197K ﹤0.01%
42,800
+7,873
2660
$196K ﹤0.01%
833
-341
2661
$196K ﹤0.01%
23,800
2662
$196K ﹤0.01%
38,916
+3,207
2663
$195K ﹤0.01%
12,677
2664
$193K ﹤0.01%
11,290
+451
2665
$192K ﹤0.01%
35,546
+21,396
2666
$189K ﹤0.01%
16,184
-6,480
2667
$188K ﹤0.01%
+22,048
2668
$184K ﹤0.01%
15,789
2669
$184K ﹤0.01%
18,495
-1,200
2670
$183K ﹤0.01%
11,884
-8,392
2671
$183K ﹤0.01%
21,109
2672
$182K ﹤0.01%
+10,943
2673
$181K ﹤0.01%
14,108
+1,319
2674
$179K ﹤0.01%
12,303
-1,180
2675
$178K ﹤0.01%
11,575
105 106
107
108 109