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
1101
$2.77M 0.01%
96,142
-63,551
1102
$2.76M 0.01%
55,648
-754
1103
$2.76M 0.01%
155,947
+12,736
1104
$2.76M 0.01%
84,382
+5,738
1105
$2.76M 0.01%
102,229
-15,205
1106
$2.76M 0.01%
+42,687
1107
$2.75M 0.01%
41,431
+1,782
1108
$2.75M 0.01%
+94,887
1109
$2.75M 0.01%
30,247
+4,200
1110
$2.75M 0.01%
27,029
+4,053
1111
$2.75M 0.01%
110,499
-11,417
1112
$2.75M 0.01%
209,386
-1,538
1113
$2.74M 0.01%
77,434
+30,540
1114
$2.73M 0.01%
45,976
+149
1115
$2.72M 0.01%
36,007
-132
1116
$2.7M 0.01%
125,917
+2,192
1117
$2.7M 0.01%
102,886
+1,821
1118
$2.7M 0.01%
148,999
+141,445
1119
$2.7M 0.01%
107,358
+3,333
1120
$2.69M 0.01%
192,500
-22,550
1121
$2.68M 0.01%
92,159
-38,471
1122
$2.68M 0.01%
331,967
-10,588
1123
$2.68M 0.01%
142,851
-41,178
1124
$2.68M 0.01%
25,361
-956
1125
$2.68M 0.01%
50,600
-4,504
43 44
45
46 47