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
251
$30.1M 0.08%
363,860
+17,421
252
$30M 0.08%
1,061,843
-86,909
253
$29.6M 0.08%
289,804
-19,463
254
$29M 0.07%
254,087
-4,009
255
$28.7M 0.07%
494,432
+44,631
256
$28.6M 0.07%
537,088
-88,908
257
$28.5M 0.07%
179,474
+18,828
258
$28.2M 0.07%
112,300
+6,379
259
$27.9M 0.07%
677,057
+24,394
260
$27.6M 0.07%
540,889
+57,381
261
$26.9M 0.07%
247,179
+91,862
262
$26.5M 0.07%
693,860
+76,813
263
$26.5M 0.07%
271,367
+18,521
264
$26.2M 0.07%
936,203
+91,037
265
$26.2M 0.07%
498,909
+4,598
266
$26.2M 0.07%
156,129
+2,886
267
$25.8M 0.07%
450,887
-1,985
268
$25.5M 0.07%
547,035
+70,075
269
$25.4M 0.06%
362,365
-1,851
270
$25.3M 0.06%
12,801
+2,964
271
$24.7M 0.06%
432,997
-44,661
272
$24.6M 0.06%
603,744
-74,611
273
$24.6M 0.06%
473,098
+16,479
274
$24.6M 0.06%
372,439
+5,502
275
$24.5M 0.06%
885,469
-6,924
9 10
11
12 13