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
776
$5.82M 0.01%
42,880
+1,139
777
$5.8M 0.01%
50,428
+34,443
778
$5.8M 0.01%
228,082
-1,334
779
$5.79M 0.01%
38,761
-23,706
780
$5.75M 0.01%
57,114
-2,256
781
$5.74M 0.01%
17,500
+1,971
782
$5.74M 0.01%
134,428
-31,228
783
$5.73M 0.01%
31,460
+12,269
784
$5.73M 0.01%
23,486
-1,040
785
$5.71M 0.01%
71,807
+104
786
$5.71M 0.01%
71,898
+6,341
787
$5.69M 0.01%
81,353
+13,708
788
$5.68M 0.01%
197,755
-134
789
$5.67M 0.01%
39,723
+4,568
790
$5.66M 0.01%
249,665
+18,999
791
$5.66M 0.01%
112,435
+89,302
792
$5.61M 0.01%
318,342
-474,392
793
$5.6M 0.01%
192,095
-4,503
794
$5.53M 0.01%
46,080
+7,988
795
$5.52M 0.01%
64,277
+1,278
796
$5.52M 0.01%
574,469
-28,985
797
$5.48M 0.01%
150,638
+7,993
798
$5.44M 0.01%
345,318
+4,527
799
$5.44M 0.01%
101,585
+3,412
800
$5.44M 0.01%
141,966
+55,926
30 31
32
33 34