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
1076
$2.87M 0.01%
43,083
-109
1077
$2.87M 0.01%
108,608
-1,210
1078
$2.86M 0.01%
949,872
-14,434
1079
$2.85M 0.01%
361,671
+12,606
1080
$2.85M 0.01%
43,000
1081
$2.84M 0.01%
71,202
-635
1082
$2.83M 0.01%
19,117
+10,574
1083
$2.83M 0.01%
145,430
+19,643
1084
$2.83M 0.01%
58,242
+18,714
1085
$2.82M 0.01%
44,251
+1,551
1086
$2.82M 0.01%
171,382
+154,029
1087
$2.82M 0.01%
238,824
+67,266
1088
$2.82M 0.01%
36,660
-310
1089
$2.82M 0.01%
90,903
-3,879
1090
$2.81M 0.01%
170,565
-124,028
1091
$2.81M 0.01%
22,177
+5,152
1092
$2.81M 0.01%
47,914
+2,780
1093
$2.81M 0.01%
74,934
+418
1094
$2.8M 0.01%
12,310
+6,129
1095
$2.8M 0.01%
84,513
-20,365
1096
$2.8M 0.01%
63,036
-2,164
1097
$2.8M 0.01%
132,346
+203
1098
$2.8M 0.01%
374,118
+73,495
1099
$2.79M 0.01%
48,895
+21,896
1100
$2.79M 0.01%
56,880
-2,682
42 43
44
45 46