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
701
$6.77M 0.02%
25,711
+2,118
702
$6.77M 0.02%
227,038
-76,015
703
$6.74M 0.02%
141,371
+3,594
704
$6.73M 0.02%
88,670
-649
705
$6.69M 0.02%
223,276
-12,879
706
$6.68M 0.02%
133,052
+12,102
707
$6.66M 0.02%
226,777
-11,270
708
$6.64M 0.02%
114,733
-11,967
709
$6.64M 0.02%
383,491
+47,746
710
$6.63M 0.02%
113,781
-4,592
711
$6.62M 0.02%
86,956
-4,984
712
$6.59M 0.02%
121,199
-7,445
713
$6.58M 0.02%
103,198
-3,185
714
$6.58M 0.02%
163,964
+2,486
715
$6.57M 0.02%
412,589
+156,071
716
$6.57M 0.02%
158,951
-8,019
717
$6.57M 0.02%
44,413
+1,599
718
$6.56M 0.02%
439,664
-92,656
719
$6.56M 0.02%
178,690
+34,129
720
$6.52M 0.02%
20,256
+5,040
721
$6.52M 0.02%
90,965
-7,421
722
$6.51M 0.02%
79,277
+25,711
723
$6.51M 0.02%
115,695
+13,884
724
$6.48M 0.02%
100,620
-8,071
725
$6.46M 0.02%
483,691
+7,720
27 28
29
30 31