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
901
$4.25M 0.01%
71,199
+3,247
902
$4.22M 0.01%
156,312
+6,976
903
$4.22M 0.01%
191,497
-26,571
904
$4.22M 0.01%
10,014
+1,496
905
$4.22M 0.01%
113,971
+4,954
906
$4.2M 0.01%
80,941
+3,387
907
$4.2M 0.01%
12,848
+276
908
$4.18M 0.01%
33,035
+972
909
$4.18M 0.01%
34,287
+1,047
910
$4.17M 0.01%
149,320
-29,580
911
$4.17M 0.01%
80,153
+1,732
912
$4.15M 0.01%
74,480
+10,164
913
$4.14M 0.01%
19,154
+175
914
$4.14M 0.01%
73,836
+1,615
915
$4.12M 0.01%
88,931
-8,931
916
$4.12M 0.01%
78,056
+662
917
$4.11M 0.01%
262,518
+18,720
918
$4.11M 0.01%
323,055
+7,103
919
$4.09M 0.01%
137,143
-20,878
920
$4.08M 0.01%
38,352
+7,943
921
$4.07M 0.01%
62,792
-7,421
922
$4.06M 0.01%
191,423
+29,690
923
$4.05M 0.01%
20,921
+4,116
924
$4.05M 0.01%
281,814
-1,384
925
$4.05M 0.01%
158,279
+15,494
35 36
37
38 39