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
576
$9.48M 0.02%
84,025
-2,521
577
$9.48M 0.02%
133,862
-44,280
578
$9.46M 0.02%
300,984
+131,682
579
$9.44M 0.02%
360,146
+1,671
580
$9.43M 0.02%
897,444
+9,293
581
$9.41M 0.02%
242,116
-10,106
582
$9.39M 0.02%
154,461
+11,540
583
$9.39M 0.02%
498,358
-127,779
584
$9.38M 0.02%
50,397
-13,408
585
$9.38M 0.02%
213,112
-11,607
586
$9.37M 0.02%
162,638
-69,723
587
$9.37M 0.02%
265,824
+637
588
$9.33M 0.02%
140,756
-48,121
589
$9.28M 0.02%
6,107
+155
590
$9.28M 0.02%
315,973
+14,760
591
$9.25M 0.02%
+97,235
592
$9.2M 0.02%
138,611
+16,330
593
$9.19M 0.02%
92,727
-11,026
594
$9.17M 0.02%
45,574
+4,683
595
$9.17M 0.02%
151,685
-159,991
596
$9.09M 0.02%
185,678
+1,158
597
$9.06M 0.02%
94,721
-16,677
598
$9.04M 0.02%
62,539
+3,460
599
$9.04M 0.02%
456,131
-181,260
600
$9M 0.02%
572,911
+112,349
22 23
24
25 26