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
976
$3.62M 0.01%
69,439
-16,339
977
$3.6M 0.01%
149,474
+1,079
978
$3.57M 0.01%
48,753
+23,137
979
$3.57M 0.01%
39,666
+7,423
980
$3.57M 0.01%
54,629
-18,848
981
$3.56M 0.01%
150,719
-1,066
982
$3.56M 0.01%
17,431
-7,642
983
$3.55M 0.01%
61,510
+44,170
984
$3.54M 0.01%
37,933
-1,699
985
$3.54M 0.01%
7,504
-237
986
$3.53M 0.01%
34,109
-2,698
987
$3.53M 0.01%
94,407
-16,180
988
$3.52M 0.01%
24,539
+3,551
989
$3.52M 0.01%
54,714
+6,486
990
$3.51M 0.01%
25,103
+21,150
991
$3.51M 0.01%
15,776
+10,499
992
$3.51M 0.01%
95,081
-27,351
993
$3.49M 0.01%
150,253
+41,345
994
$3.49M 0.01%
47,360
+8,923
995
$3.48M 0.01%
52,312
+6,042
996
$3.47M 0.01%
72,833
+2,779
997
$3.47M 0.01%
50,450
+35,258
998
$3.46M 0.01%
136,833
-176
999
$3.46M 0.01%
79,532
+182
1000
$3.46M 0.01%
288,697
-196,455
38 39
40
41 42