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
551
$9.89M 0.03%
47,170
+7,067
552
$9.87M 0.03%
158,855
+104,727
553
$9.83M 0.03%
54,049
+97
554
$9.82M 0.03%
211,659
+4,804
555
$9.81M 0.03%
63,686
-1,556
556
$9.8M 0.03%
83,727
-8,718
557
$9.8M 0.03%
166,484
-18,491
558
$9.76M 0.02%
131,498
+5,838
559
$9.76M 0.02%
119,812
+46,083
560
$9.76M 0.02%
73,137
-18,388
561
$9.75M 0.02%
157,765
+33,709
562
$9.73M 0.02%
82,038
-3,020
563
$9.72M 0.02%
317,463
-132,872
564
$9.7M 0.02%
35,470
-4,672
565
$9.69M 0.02%
129,492
-45,715
566
$9.66M 0.02%
532,150
-68,180
567
$9.63M 0.02%
109,350
-27,027
568
$9.62M 0.02%
129,936
-5,638
569
$9.6M 0.02%
101,986
+10,290
570
$9.59M 0.02%
343,853
+39,968
571
$9.58M 0.02%
198,955
-54,062
572
$9.55M 0.02%
667,468
+53,189
573
$9.54M 0.02%
334,904
+43,096
574
$9.54M 0.02%
355,525
+198,126
575
$9.53M 0.02%
106,141
-14,015
21 22
23
24 25