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
2676
$178K ﹤0.01%
13,310
-17,123
2677
$178K ﹤0.01%
3,342
+719
2678
$172K ﹤0.01%
+17,386
2679
$171K ﹤0.01%
27,328
-7,482
2680
$171K ﹤0.01%
11,802
-11,147
2681
$170K ﹤0.01%
16,637
+800
2682
$170K ﹤0.01%
34,908
-242
2683
$170K ﹤0.01%
15,750
-425
2684
$168K ﹤0.01%
+12,833
2685
$167K ﹤0.01%
21,316
2686
$165K ﹤0.01%
15,000
2687
$164K ﹤0.01%
+10,937
2688
$163K ﹤0.01%
16,000
-1,600
2689
$163K ﹤0.01%
12,658
+2,054
2690
$162K ﹤0.01%
21,863
-330
2691
$162K ﹤0.01%
23,664
-13,841
2692
$161K ﹤0.01%
25,874
+13,115
2693
$161K ﹤0.01%
10,700
2694
$161K ﹤0.01%
17,550
-10,120
2695
$161K ﹤0.01%
+16,242
2696
$159K ﹤0.01%
18,672
-17,990
2697
$157K ﹤0.01%
+10,073
2698
$156K ﹤0.01%
19,050
-500
2699
$155K ﹤0.01%
10,937
2700
$155K ﹤0.01%
+10,341
106 107
108
109 110