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
476
$12.4M 0.03%
243,324
-8,740
477
$12.3M 0.03%
199,686
+39,506
478
$12.3M 0.03%
339,425
+61,719
479
$12.3M 0.03%
11,406
+3,147
480
$12.3M 0.03%
56,588
+2,302
481
$12.2M 0.03%
291,889
-32,041
482
$12.2M 0.03%
71,336
-79,969
483
$12.1M 0.03%
740,959
+63,891
484
$12.1M 0.03%
835,196
+57,561
485
$12M 0.03%
163,304
-19,234
486
$12M 0.03%
294,889
-2,644
487
$12M 0.03%
132,054
-66,158
488
$11.9M 0.03%
238,465
+7,685
489
$11.9M 0.03%
104,781
+41,036
490
$11.9M 0.03%
186,217
-8,741
491
$11.8M 0.03%
191,020
+2,990
492
$11.8M 0.03%
46,229
-9,030
493
$11.7M 0.03%
461,410
+107,064
494
$11.7M 0.03%
185,006
+27,522
495
$11.7M 0.03%
475,393
+7,150
496
$11.7M 0.03%
68,524
-3,489
497
$11.6M 0.03%
304,185
-8,694
498
$11.6M 0.03%
234,578
-301
499
$11.6M 0.03%
70,838
+7,166
500
$11.5M 0.03%
28,023
+7,573
18 19
20
21 22