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
751
$6.09M 0.02%
268,920
+147,582
752
$6.08M 0.02%
54,002
+196
753
$6.07M 0.02%
57,015
-822
754
$6.06M 0.02%
149,138
-3,512
755
$6.06M 0.02%
207,891
+4,052
756
$6.06M 0.02%
265,118
-619
757
$6.05M 0.02%
148,998
+31,908
758
$6.04M 0.02%
210,714
+57,112
759
$6.04M 0.02%
144,620
+12,627
760
$6.03M 0.02%
93,253
+2,934
761
$6.03M 0.02%
119,859
-3,941
762
$6.03M 0.02%
57,686
-4,350
763
$6.01M 0.02%
41,870
-6,093
764
$6M 0.02%
132,064
+13,971
765
$5.99M 0.02%
48,220
+5,699
766
$5.96M 0.02%
52,266
-6,055
767
$5.96M 0.02%
77,071
-1,097
768
$5.96M 0.02%
232,767
-14,845
769
$5.92M 0.02%
190,789
-43,400
770
$5.91M 0.02%
439,472
+26,172
771
$5.9M 0.02%
154,111
-27,749
772
$5.89M 0.02%
47,507
-9,296
773
$5.85M 0.01%
44,113
+6,680
774
$5.83M 0.01%
96,289
+37,712
775
$5.82M 0.01%
247,024
+131,271
29 30
31
32 33