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
651
$7.81M 0.02%
126,853
-48,956
652
$7.78M 0.02%
63,077
+40,686
653
$7.76M 0.02%
190,176
+3,696
654
$7.73M 0.02%
364,010
-20,330
655
$7.7M 0.02%
213,664
-11,095
656
$7.68M 0.02%
71,159
-19,801
657
$7.66M 0.02%
457,641
+339,058
658
$7.64M 0.02%
69,710
-2,696
659
$7.61M 0.02%
440,658
+79,341
660
$7.6M 0.02%
36,385
+1,265
661
$7.55M 0.02%
499,212
-29,735
662
$7.43M 0.02%
153,979
+17,415
663
$7.41M 0.02%
182,099
-60,989
664
$7.41M 0.02%
329,779
+11,578
665
$7.37M 0.02%
68,876
+1,702
666
$7.36M 0.02%
187,916
+25,788
667
$7.32M 0.02%
+259,379
668
$7.3M 0.02%
251,250
-22,336
669
$7.28M 0.02%
83,087
-6,358
670
$7.26M 0.02%
90,760
-27,826
671
$7.24M 0.02%
191,755
+2,962
672
$7.22M 0.02%
298,767
+2,457
673
$7.22M 0.02%
63,656
+7,080
674
$7.2M 0.02%
125,880
-83,579
675
$7.19M 0.02%
119,897
+22,199
25 26
27
28 29