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
1151
$2.61M 0.01%
44,913
+1,164
1152
$2.6M 0.01%
64,984
-366
1153
$2.59M 0.01%
144,910
+40,930
1154
$2.59M 0.01%
27,763
-16,227
1155
$2.59M 0.01%
108,714
+57,510
1156
$2.58M 0.01%
34,192
+7,633
1157
$2.58M 0.01%
197,696
+5,060
1158
$2.58M 0.01%
111,376
-1,076
1159
$2.58M 0.01%
70,607
+202
1160
$2.58M 0.01%
113,454
-204,577
1161
$2.58M 0.01%
508,605
-71,535
1162
$2.58M 0.01%
52,313
+5,932
1163
$2.57M 0.01%
+179,096
1164
$2.57M 0.01%
52,698
+7,568
1165
$2.56M 0.01%
93,864
+18,490
1166
$2.56M 0.01%
17,587
+6,967
1167
$2.56M 0.01%
48,181
+12,252
1168
$2.56M 0.01%
149,141
-1,182
1169
$2.55M 0.01%
53,151
+8,885
1170
$2.55M 0.01%
70,776
+20,798
1171
$2.53M 0.01%
47,292
+4,573
1172
$2.53M 0.01%
27,575
+544
1173
$2.53M 0.01%
80,670
-29,499
1174
$2.53M 0.01%
68,236
-2,855
1175
$2.51M 0.01%
79,775
+455
45 46
47
48 49