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 10.54%
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
876
$4.48M 0.01%
181,632
-77,024
877
$4.46M 0.01%
64,765
+11,049
878
$4.45M 0.01%
8,040
-2,069
879
$4.43M 0.01%
423,534
-46,089
880
$4.43M 0.01%
168,121
+43,606
881
$4.41M 0.01%
26,282
-6,031
882
$4.41M 0.01%
44,184
-2,002
883
$4.39M 0.01%
39,606
-840
884
$4.39M 0.01%
8,337
+551
885
$4.39M 0.01%
122,623
+1,883
886
$4.38M 0.01%
61,666
-2,147
887
$4.37M 0.01%
38,310
+2,466
888
$4.36M 0.01%
87,933
+27,493
889
$4.35M 0.01%
315,389
+41,645
890
$4.34M 0.01%
140,183
-39,701
891
$4.31M 0.01%
390,505
+6,956
892
$4.3M 0.01%
31,759
-6,761
893
$4.29M 0.01%
30,331
+17,009
894
$4.28M 0.01%
27,092
+2,599
895
$4.27M 0.01%
41,541
+4,970
896
$4.27M 0.01%
218,117
+146,127
897
$4.26M 0.01%
109,415
+2,113
898
$4.25M 0.01%
15,617
+69
899
$4.25M 0.01%
109,914
+4,019
900
$4.25M 0.01%
128,504
-20,322
34 35
36
37 38