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
501
$11.5M 0.03%
468,264
+177,636
502
$11.5M 0.03%
92,600
-20,208
503
$11.4M 0.03%
131,367
-18,022
504
$11.4M 0.03%
319,525
-51,137
505
$11.3M 0.03%
558,170
-78,542
506
$11.3M 0.03%
314,589
+17,877
507
$11.2M 0.03%
435,631
-14,811
508
$11.2M 0.03%
94,718
-51,548
509
$11.1M 0.03%
90,278
-16,831
510
$11.1M 0.03%
339,869
-13,294
511
$11.1M 0.03%
75,025
-2,430
512
$11M 0.03%
+335,642
513
$11M 0.03%
60,833
+2,223
514
$11M 0.03%
86,190
+10,052
515
$10.9M 0.03%
110,646
+11,571
516
$10.9M 0.03%
205,815
-12,978
517
$10.9M 0.03%
80,954
+8,115
518
$10.8M 0.03%
346,730
-5,970
519
$10.8M 0.03%
138,910
-8,812
520
$10.7M 0.03%
261,729
+24,433
521
$10.7M 0.03%
445,838
-63,229
522
$10.6M 0.03%
182,149
+3,515
523
$10.6M 0.03%
359,656
+247,500
524
$10.6M 0.03%
233,296
+19,008
525
$10.6M 0.03%
205,672
+12,648
19 20
21
22 23