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
1176
$2.5M 0.01%
125,575
-3,231
1177
$2.49M 0.01%
37,647
-18,985
1178
$2.49M 0.01%
31,072
+519
1179
$2.49M 0.01%
42,745
-462
1180
$2.49M 0.01%
24,182
+3,712
1181
$2.48M 0.01%
25,427
+1,469
1182
$2.47M 0.01%
59,888
-1,709
1183
$2.47M 0.01%
28,738
-8,854
1184
$2.46M 0.01%
42,332
+3,596
1185
$2.46M 0.01%
53,030
+23,747
1186
$2.46M 0.01%
18,507
-1,230
1187
$2.44M 0.01%
35,752
+553
1188
$2.44M 0.01%
127,047
-16,079
1189
$2.43M 0.01%
60,489
+2,616
1190
$2.43M 0.01%
74,836
+784
1191
$2.43M 0.01%
152,402
+123,420
1192
$2.43M 0.01%
54,759
-171,339
1193
$2.43M 0.01%
48,350
+8,606
1194
$2.42M 0.01%
50,606
+8,118
1195
$2.41M 0.01%
122,700
+51,800
1196
$2.4M 0.01%
50,283
+799
1197
$2.4M 0.01%
44,198
+13,531
1198
$2.4M 0.01%
+84,015
1199
$2.4M 0.01%
127,562
+602
1200
$2.39M 0.01%
104,799
+2,793
46 47
48
49 50