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
276
$24.4M 0.06%
406,739
-17,422
277
$24.3M 0.06%
717,954
+47,082
278
$24.3M 0.06%
773,091
-19,772
279
$24.3M 0.06%
385,915
+87,218
280
$24.1M 0.06%
236,672
+29,215
281
$24M 0.06%
256,670
-34,813
282
$24M 0.06%
184,969
+28,723
283
$23.9M 0.06%
522,739
+41,971
284
$23.8M 0.06%
1,506,065
-84,469
285
$23.7M 0.06%
131,301
-3,510
286
$23.6M 0.06%
41,229
-1,600
287
$23.6M 0.06%
314,322
-15,462
288
$23.3M 0.06%
475,832
-21,749
289
$23.3M 0.06%
210,064
+17,600
290
$23.3M 0.06%
192,770
+10,175
291
$23.1M 0.06%
443,949
+17,806
292
$22.9M 0.06%
1,228,941
+24,325
293
$22.8M 0.06%
154,439
-5,505
294
$22.6M 0.06%
517,883
+42,008
295
$22.6M 0.06%
487,184
-152,570
296
$22.3M 0.06%
272,224
-3,326
297
$22.2M 0.06%
107,582
+10,584
298
$22.1M 0.06%
104,151
-199
299
$22M 0.06%
639,423
+68,878
300
$22M 0.06%
454,555
+28,284
10 11
12
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