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
1126
$2.68M 0.01%
24,427
+14,711
1127
$2.67M 0.01%
61,366
+19,368
1128
$2.66M 0.01%
2,466
-374
1129
$2.66M 0.01%
33,516
-136
1130
$2.66M 0.01%
66,050
-71,633
1131
$2.65M 0.01%
97,205
-3,143
1132
$2.65M 0.01%
123,968
-22,762
1133
$2.65M 0.01%
387,990
+27,321
1134
$2.65M 0.01%
68,592
-44
1135
$2.64M 0.01%
87,942
-2,024
1136
$2.64M 0.01%
58,370
-14,162
1137
$2.64M 0.01%
63,880
-15,674
1138
$2.63M 0.01%
504,483
-13,701
1139
$2.63M 0.01%
148,871
-30,625
1140
$2.63M 0.01%
149,899
+55,557
1141
$2.63M 0.01%
96,008
+8,559
1142
$2.63M 0.01%
68,965
+4,377
1143
$2.62M 0.01%
176,500
+4,710
1144
$2.62M 0.01%
117,748
+17,436
1145
$2.61M 0.01%
29,908
-20,183
1146
$2.61M 0.01%
100,144
-67,154
1147
$2.61M 0.01%
104,114
+9,199
1148
$2.61M 0.01%
56,394
-3,475
1149
$2.61M 0.01%
153,430
+4,166
1150
$2.61M 0.01%
100,000
44 45
46
47 48