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
101
$101M 0.26%
1,245,978
-11,573
102
$101M 0.26%
1,893,641
+24,155
103
$100M 0.26%
838,273
-77,447
104
$100M 0.26%
1,331,204
+91,310
105
$98.5M 0.25%
1,155,845
-23,601
106
$97.7M 0.25%
3,511,192
+19,010
107
$96.9M 0.25%
324,786
+13,322
108
$96.1M 0.25%
854,936
+15,856
109
$94.2M 0.24%
1,701,540
-58,206
110
$93.5M 0.24%
1,434,732
+45,955
111
$93.1M 0.24%
844,548
+121,786
112
$92.2M 0.24%
547,303
-45,947
113
$90.8M 0.23%
698,897
+15,786
114
$90.6M 0.23%
1,724,020
+1,193,671
115
$90.2M 0.23%
1,557,315
+116,334
116
$89.7M 0.23%
795,257
-139,345
117
$89M 0.23%
1,098,093
+50,847
118
$88.5M 0.23%
486,396
+307,149
119
$88.5M 0.23%
942,310
+89,760
120
$88.1M 0.22%
2,269,640
-98,495
121
$87.8M 0.22%
1,595,831
+244,713
122
$86.1M 0.22%
193,436
-36,070
123
$85.6M 0.22%
2,238,266
+49,889
124
$83.8M 0.21%
587,564
+97,828
125
$83.4M 0.21%
3,467,621
+67,762
3 4
5
6 7