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
2726
$134K ﹤0.01%
14,877
-1,162
2727
$131K ﹤0.01%
11,326
+926
2728
$131K ﹤0.01%
+21,569
2729
$131K ﹤0.01%
132,535
+1,583
2730
$130K ﹤0.01%
2,311
+26
2731
$129K ﹤0.01%
10,947
+297
2732
$126K ﹤0.01%
+14,495
2733
$124K ﹤0.01%
21,075
+200
2734
$123K ﹤0.01%
+25,545
2735
$123K ﹤0.01%
14,664
+6,056
2736
$120K ﹤0.01%
+10,636
2737
$119K ﹤0.01%
+21,273
2738
$118K ﹤0.01%
11,100
-850
2739
$116K ﹤0.01%
10,394
-19,479
2740
$115K ﹤0.01%
11,816
-1,074
2741
$115K ﹤0.01%
11,591
+150
2742
$115K ﹤0.01%
+11,458
2743
$114K ﹤0.01%
+10,403
2744
$113K ﹤0.01%
12,592
+187
2745
$112K ﹤0.01%
14,815
+3,804
2746
$112K ﹤0.01%
+12,660
2747
$112K ﹤0.01%
29,952
+1,892
2748
$111K ﹤0.01%
+24,565
2749
$107K ﹤0.01%
11,350
2750
$107K ﹤0.01%
15,000
108 109
110
111 112