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
2776
$75K ﹤0.01%
38,521
+3,932
2777
$74K ﹤0.01%
+11,000
2778
$72K ﹤0.01%
+1,878
2779
$71K ﹤0.01%
+1,071
2780
$71K ﹤0.01%
14,000
+1,500
2781
$70K ﹤0.01%
+17,600
2782
$70K ﹤0.01%
+51,126
2783
$68K ﹤0.01%
22,000
+6,013
2784
$67K ﹤0.01%
+11,012
2785
$67K ﹤0.01%
10,000
2786
$62K ﹤0.01%
+10,005
2787
$61K ﹤0.01%
59,626
+42,000
2788
$59K ﹤0.01%
11,294
-377
2789
$58K ﹤0.01%
10,717
-60
2790
$55K ﹤0.01%
11,877
-7,893
2791
$54K ﹤0.01%
+44,684
2792
$54K ﹤0.01%
+18,000
2793
$52K ﹤0.01%
66
-21
2794
$51K ﹤0.01%
12,000
-7,050
2795
$48K ﹤0.01%
13,451
-700
2796
$46K ﹤0.01%
14,048
-130,421
2797
$43K ﹤0.01%
+11,008
2798
$43K ﹤0.01%
834
+50
2799
$41K ﹤0.01%
1,400
+250
2800
$41K ﹤0.01%
10,800
110 111
112
113 114