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
626
$8.5M 0.02%
90,063
+4,412
627
$8.47M 0.02%
+114,403
628
$8.44M 0.02%
191,076
-96,542
629
$8.41M 0.02%
113,535
+7,081
630
$8.36M 0.02%
417,071
-49,869
631
$8.34M 0.02%
554,429
+37,059
632
$8.28M 0.02%
274,824
+52,861
633
$8.25M 0.02%
179,357
+16,301
634
$8.25M 0.02%
121,459
+20,352
635
$8.25M 0.02%
51,715
-65,431
636
$8.2M 0.02%
188,110
-28,442
637
$8.18M 0.02%
404,145
-374
638
$8.15M 0.02%
98,072
+11,418
639
$8.15M 0.02%
171,721
+21,628
640
$8.1M 0.02%
160,172
+34,232
641
$8.09M 0.02%
54,299
+8,691
642
$8.08M 0.02%
389,614
-3,683
643
$8.06M 0.02%
222,049
+30,905
644
$8.05M 0.02%
99,351
+926
645
$8.03M 0.02%
289,260
-142,444
646
$8.01M 0.02%
99,561
+5,529
647
$7.97M 0.02%
313,604
+7,466
648
$7.97M 0.02%
26,951
-64,533
649
$7.93M 0.02%
32,584
+984
650
$7.83M 0.02%
308,388
+51,126
24 25
26
27 28