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
726
$6.44M 0.02%
111,490
+8,893
727
$6.43M 0.02%
69,577
+1,242
728
$6.43M 0.02%
34,238
+483
729
$6.42M 0.02%
129,840
+12,816
730
$6.39M 0.02%
382,394
-7,501
731
$6.39M 0.02%
126,090
-4,635
732
$6.38M 0.02%
26,516
+220
733
$6.37M 0.02%
230,313
-129
734
$6.32M 0.02%
98,232
-2,362
735
$6.31M 0.02%
38,401
-7,657
736
$6.29M 0.02%
119,464
-47,435
737
$6.29M 0.02%
144,964
-1,029
738
$6.27M 0.02%
4,217
+67
739
$6.27M 0.02%
100,120
-726
740
$6.27M 0.02%
92,593
+2,704
741
$6.25M 0.02%
112,827
-444
742
$6.24M 0.02%
57,225
-52,380
743
$6.22M 0.02%
64,259
+36,867
744
$6.21M 0.02%
240,730
+5,334
745
$6.2M 0.02%
99,845
-14,661
746
$6.17M 0.02%
195,465
+9,435
747
$6.15M 0.02%
25,352
+2,186
748
$6.14M 0.02%
82,532
-15,188
749
$6.14M 0.02%
139,386
-990
750
$6.13M 0.02%
115,993
-6,516
28 29
30
31 32