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
826
$5.05M 0.01%
44,379
+861
827
$5.05M 0.01%
169,230
-85,900
828
$5.04M 0.01%
36,971
-1,358
829
$5.04M 0.01%
40,847
-2,189
830
$5.04M 0.01%
190,280
+21,438
831
$5M 0.01%
98,890
+35,064
832
$4.99M 0.01%
99,457
-763
833
$4.98M 0.01%
56,765
+52,875
834
$4.96M 0.01%
202,831
+6,873
835
$4.96M 0.01%
129,568
-11,809
836
$4.96M 0.01%
136,533
+52,473
837
$4.94M 0.01%
324,586
-104,483
838
$4.93M 0.01%
38,559
+155
839
$4.92M 0.01%
1,322
+1,029
840
$4.91M 0.01%
93,401
+28,173
841
$4.91M 0.01%
92,680
-3,665
842
$4.9M 0.01%
101,204
+37,002
843
$4.88M 0.01%
301,804
+64,841
844
$4.88M 0.01%
41,960
+3,601
845
$4.87M 0.01%
304,388
-19,295
846
$4.87M 0.01%
82,820
+2,628
847
$4.87M 0.01%
432,312
-165,876
848
$4.84M 0.01%
68,760
+47,973
849
$4.8M 0.01%
60,937
-2,420
850
$4.78M 0.01%
5,991
-33
32 33
34
35 36