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
2751
$107K ﹤0.01%
+2,212
2752
$107K ﹤0.01%
12,350
2753
$106K ﹤0.01%
2,024
+51
2754
$103K ﹤0.01%
4,327
-856
2755
$103K ﹤0.01%
+12,220
2756
$101K ﹤0.01%
13,500
-1,200
2757
$100K ﹤0.01%
+22,622
2758
$99K ﹤0.01%
11,448
-2,875
2759
$99K ﹤0.01%
11,019
-219,100
2760
$99K ﹤0.01%
14,427
-8,748
2761
$98K ﹤0.01%
16,730
-43,415
2762
$98K ﹤0.01%
17,094
-1,821
2763
$96K ﹤0.01%
12,255
-100
2764
$95K ﹤0.01%
1,198
+174
2765
$94K ﹤0.01%
15,000
-11,400
2766
$93K ﹤0.01%
11,629
+174
2767
$91K ﹤0.01%
+24,090
2768
$91K ﹤0.01%
10,202
-6,078
2769
$90K ﹤0.01%
+20,885
2770
$88K ﹤0.01%
11,024
-422
2771
$87K ﹤0.01%
3,895
2772
$85K ﹤0.01%
17,291
+613
2773
$84K ﹤0.01%
+22,599
2774
$84K ﹤0.01%
29,900
-8,700
2775
$77K ﹤0.01%
12,480
-8,870
109 110
111
112 113