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
451
$13.4M 0.03%
69,657
+11,123
452
$13.4M 0.03%
103,318
-28,460
453
$13.3M 0.03%
182,914
+20,750
454
$13.3M 0.03%
348,771
+100,818
455
$13.2M 0.03%
297,265
-35,440
456
$13.1M 0.03%
+643,548
457
$13.1M 0.03%
154,431
-5,865
458
$13.1M 0.03%
67,626
-13,277
459
$13M 0.03%
258,838
+11,755
460
$13M 0.03%
174,593
-72,768
461
$13M 0.03%
240,884
-89,366
462
$12.9M 0.03%
151,537
+32,597
463
$12.9M 0.03%
162,873
+8,842
464
$12.9M 0.03%
217,154
+7,688
465
$12.8M 0.03%
739,750
-67,150
466
$12.8M 0.03%
81,547
+3,083
467
$12.7M 0.03%
80,776
+17,484
468
$12.7M 0.03%
338,161
-7,601
469
$12.7M 0.03%
272,130
-32,644
470
$12.7M 0.03%
456,327
+12,193
471
$12.7M 0.03%
365,880
+357,925
472
$12.5M 0.03%
204,620
+188,733
473
$12.5M 0.03%
280,640
+5,065
474
$12.5M 0.03%
466,810
+142,623
475
$12.4M 0.03%
84,772
+5,170
17 18
19
20 21