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
301
$21.9M 0.06%
214,728
-8,339
302
$21.8M 0.06%
437,887
-35,281
303
$21.7M 0.06%
240,117
-15,059
304
$21.6M 0.06%
935,980
-581,090
305
$21.6M 0.06%
375,085
+72,726
306
$21.5M 0.05%
768,754
+215,331
307
$21.3M 0.05%
143,224
+37,301
308
$21.2M 0.05%
471,505
-116,361
309
$21.2M 0.05%
226,478
+17,050
310
$21.1M 0.05%
287,766
+14,850
311
$21M 0.05%
348,232
+276,562
312
$20.9M 0.05%
162,535
-7,216
313
$20.8M 0.05%
58,607
-1,156
314
$20.8M 0.05%
460,038
-12,333
315
$20.7M 0.05%
371,979
+105,371
316
$20.6M 0.05%
276,984
-7,121
317
$20.3M 0.05%
162,251
-36,897
318
$20.3M 0.05%
97,402
-16,748
319
$20.1M 0.05%
357,974
+49,224
320
$20.1M 0.05%
1,613,747
-55,284
321
$20M 0.05%
369,259
+5,881
322
$19.9M 0.05%
1,009,408
+115,255
323
$19.8M 0.05%
216,796
+88,891
324
$19.7M 0.05%
122,241
-6,131
325
$19.6M 0.05%
189,747
+11,645
11 12
13
14 15