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
676
$7.18M 0.02%
337,668
+4,734
677
$7.15M 0.02%
72,366
-3,118
678
$7.13M 0.02%
412,121
-74,108
679
$7.12M 0.02%
334,879
-175,053
680
$7.08M 0.02%
108,613
+6,591
681
$7.06M 0.02%
48,202
+2,827
682
$7.05M 0.02%
79,693
+44,693
683
$7.03M 0.02%
426,451
-30,684
684
$7.02M 0.02%
46,334
-64,779
685
$7.02M 0.02%
43,137
+1,222
686
$7.02M 0.02%
106,074
-70,164
687
$6.99M 0.02%
48,441
+6,447
688
$6.97M 0.02%
122,895
-2,766
689
$6.97M 0.02%
102,310
+21,595
690
$6.94M 0.02%
188,189
-90,765
691
$6.91M 0.02%
132,431
-23,938
692
$6.91M 0.02%
269,497
-91,527
693
$6.9M 0.02%
198,482
-83,924
694
$6.9M 0.02%
583,480
+3,650
695
$6.89M 0.02%
39,641
-7,991
696
$6.85M 0.02%
244,842
+12,769
697
$6.84M 0.02%
125,762
-5,779
698
$6.81M 0.02%
111,477
-6,907
699
$6.79M 0.02%
2,202,711
-232
700
$6.78M 0.02%
76,766
-11,423
26 27
28
29 30