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
376
$16.7M 0.04%
517,933
-121,269
377
$16.6M 0.04%
824,776
-214,052
378
$16.5M 0.04%
268,961
+27,537
379
$16.5M 0.04%
64,167
+5,913
380
$16.5M 0.04%
1,798,542
+161,717
381
$16.5M 0.04%
178,982
+17,894
382
$16.5M 0.04%
319,254
-7,914
383
$16.4M 0.04%
828,605
-225,171
384
$16.4M 0.04%
132,850
+10,619
385
$16.4M 0.04%
591,378
+67,688
386
$16.3M 0.04%
460,201
+55,308
387
$16.2M 0.04%
103,985
-38,370
388
$16.1M 0.04%
276,332
+9,330
389
$16M 0.04%
223,574
+18,329
390
$16M 0.04%
520,908
+29,917
391
$15.9M 0.04%
403,869
-56,421
392
$15.9M 0.04%
64,575
-49,403
393
$15.9M 0.04%
108,409
-34,915
394
$15.9M 0.04%
123,246
-25,787
395
$15.9M 0.04%
272,899
+32,268
396
$15.8M 0.04%
138,751
+17,568
397
$15.7M 0.04%
94,907
+6,889
398
$15.7M 0.04%
296,099
-152,554
399
$15.6M 0.04%
831,380
+228,776
400
$15.5M 0.04%
106,127
-697
14 15
16
17 18