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
926
$4.04M 0.01%
56,564
+434
927
$4.03M 0.01%
46,227
+4,400
928
$4.03M 0.01%
55,454
+7,711
929
$4.03M 0.01%
418,176
+3,257
930
$4.02M 0.01%
77,684
+11,038
931
$4M 0.01%
157,592
-31,629
932
$4M 0.01%
312,006
-114,017
933
$4M 0.01%
325,718
-32,862
934
$4M 0.01%
132,477
+16,460
935
$3.96M 0.01%
44,901
-114,618
936
$3.95M 0.01%
146,550
+8,034
937
$3.92M 0.01%
250,205
-32,877
938
$3.92M 0.01%
47,784
-1,669
939
$3.91M 0.01%
430,977
+5,961
940
$3.91M 0.01%
33,805
+7,176
941
$3.9M 0.01%
66,322
+23,955
942
$3.9M 0.01%
61,188
+8,651
943
$3.87M 0.01%
242,666
-10,994
944
$3.87M 0.01%
396,141
+188,295
945
$3.86M 0.01%
32,465
-35,634
946
$3.86M 0.01%
102,149
-4,238
947
$3.85M 0.01%
148,512
+1,792
948
$3.84M 0.01%
31,417
-476
949
$3.84M 0.01%
35,038
-10,565
950
$3.83M 0.01%
384,494
-56,601
36 37
38
39 40