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
951
$3.83M 0.01%
113,919
+19,501
952
$3.83M 0.01%
82,972
+78,139
953
$3.82M 0.01%
67,787
+153
954
$3.82M 0.01%
409,785
-11,264
955
$3.8M 0.01%
111,902
+1,948
956
$3.79M 0.01%
252,250
+7,690
957
$3.79M 0.01%
35,858
+1,729
958
$3.79M 0.01%
80,813
-415
959
$3.78M 0.01%
173,409
-66,493
960
$3.78M 0.01%
119,057
+60,025
961
$3.77M 0.01%
262,264
-30,201
962
$3.77M 0.01%
81,099
-52,650
963
$3.75M 0.01%
4,062
-169
964
$3.75M 0.01%
72,990
+21,145
965
$3.73M 0.01%
138,697
-12,393
966
$3.72M 0.01%
35,115
-649
967
$3.72M 0.01%
92,712
+17,513
968
$3.71M 0.01%
50,292
-584
969
$3.71M 0.01%
229,085
-29,165
970
$3.7M 0.01%
208,970
+8,354
971
$3.69M 0.01%
49,722
-4,767
972
$3.69M 0.01%
19,002
+3,659
973
$3.67M 0.01%
122,320
-11,580
974
$3.65M 0.01%
228,060
-52,380
975
$3.63M 0.01%
27,623
+15,952
37 38
39
40 41