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
1201
$2.38M 0.01%
99,236
+12,425
1202
$2.38M 0.01%
452,655
-10,515
1203
$2.38M 0.01%
136,955
+3,398
1204
$2.37M 0.01%
109,589
+196
1205
$2.37M 0.01%
232,790
+47,252
1206
$2.37M 0.01%
56,243
+7,358
1207
$2.36M 0.01%
81,603
+35,366
1208
$2.36M 0.01%
50,154
+6,477
1209
$2.36M 0.01%
12,017
+4,827
1210
$2.36M 0.01%
74,637
+45,490
1211
$2.35M 0.01%
84,794
-202,702
1212
$2.35M 0.01%
224,904
+106,960
1213
$2.35M 0.01%
103,576
+1,887
1214
$2.35M 0.01%
54,194
-12,726
1215
$2.34M 0.01%
32,170
-2,249
1216
$2.34M 0.01%
40,390
+25,454
1217
$2.33M 0.01%
56,944
-13,786
1218
$2.33M 0.01%
26,068
-3,867
1219
$2.33M 0.01%
50,823
-1,253
1220
$2.32M 0.01%
188,253
-1,358
1221
$2.31M 0.01%
85,070
-13,368
1222
$2.31M 0.01%
34,417
-2,150
1223
$2.31M 0.01%
94,466
+3,397
1224
$2.31M 0.01%
16,168
-2,198
1225
$2.3M 0.01%
81,083
-161
47 48
49
50 51