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
2801
$41K ﹤0.01%
10,929
-3,000
2802
$40K ﹤0.01%
+11,588
2803
$40K ﹤0.01%
10,000
2804
$39K ﹤0.01%
+12,793
2805
$39K ﹤0.01%
+12,745
2806
$37K ﹤0.01%
4,627
-2,573
2807
$36K ﹤0.01%
+1,640
2808
$34K ﹤0.01%
57,000
+33,500
2809
$28K ﹤0.01%
16,136
-9,650
2810
$26K ﹤0.01%
26,000
2811
$25K ﹤0.01%
14,520
2812
$23K ﹤0.01%
25,000
2813
$22K ﹤0.01%
32,000
2814
$22K ﹤0.01%
10,611
-63
2815
$21K ﹤0.01%
397
-80
2816
$20K ﹤0.01%
24,735
2817
$20K ﹤0.01%
+12,473
2818
$18K ﹤0.01%
+800
2819
$17K ﹤0.01%
15,000
-9,000
2820
$16K ﹤0.01%
22,850
2821
$14K ﹤0.01%
16,666
2822
$13K ﹤0.01%
15,132
+77
2823
$12K ﹤0.01%
1,067
2824
$12K ﹤0.01%
16,666
2825
$12K ﹤0.01%
+15,000
111 112
113
114 115