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
851
$4.77M 0.01%
35,289
-1,211
852
$4.73M 0.01%
39,950
+324
853
$4.71M 0.01%
111,927
+26,930
854
$4.71M 0.01%
67,956
-3,968
855
$4.69M 0.01%
54,377
-61
856
$4.67M 0.01%
124,280
+9,769
857
$4.67M 0.01%
49,254
+29,246
858
$4.66M 0.01%
127,738
+3,357
859
$4.65M 0.01%
160,584
-18,689
860
$4.64M 0.01%
147,913
+3,190
861
$4.64M 0.01%
132,631
-38,262
862
$4.64M 0.01%
73,814
+13,133
863
$4.62M 0.01%
98,933
+519
864
$4.61M 0.01%
184,722
+7,439
865
$4.6M 0.01%
79,090
+9,943
866
$4.6M 0.01%
100,995
-19,866
867
$4.58M 0.01%
104,016
-3,050
868
$4.58M 0.01%
79,392
+37,210
869
$4.57M 0.01%
122,631
-21,920
870
$4.56M 0.01%
+115,185
871
$4.55M 0.01%
47,914
-49,456
872
$4.54M 0.01%
119,340
+88,233
873
$4.54M 0.01%
37,143
+5,692
874
$4.51M 0.01%
42,384
-575
875
$4.48M 0.01%
220,228
-73,365
33 34
35
36 37