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
426
$14.6M 0.04%
565,558
+53,848
427
$14.5M 0.04%
945,370
+196,594
428
$14.4M 0.04%
190,509
+59,295
429
$14.3M 0.04%
220,297
+24,961
430
$14.2M 0.04%
147,537
-28,551
431
$14.2M 0.04%
798,382
-135,093
432
$14.2M 0.04%
359,954
-109,326
433
$14.2M 0.04%
106,736
+10,478
434
$14.2M 0.04%
285,110
-7,778
435
$14M 0.04%
243,260
+11,378
436
$14M 0.04%
170,966
-84,486
437
$14M 0.04%
308,971
-27,315
438
$13.9M 0.04%
223,623
-14,663
439
$13.9M 0.04%
738,342
-113,850
440
$13.9M 0.04%
39,390
+5,999
441
$13.9M 0.04%
408,169
+3,382
442
$13.8M 0.04%
429,109
+11,097
443
$13.7M 0.04%
189,733
-33,694
444
$13.6M 0.03%
204,440
+30,819
445
$13.6M 0.03%
1,956,438
+314,610
446
$13.6M 0.03%
151,100
+12,937
447
$13.5M 0.03%
328,236
+118,020
448
$13.5M 0.03%
73,958
-14,407
449
$13.5M 0.03%
408,883
-18,497
450
$13.5M 0.03%
255,934
+93,000
16 17
18
19 20