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
1226
$2.3M 0.01%
216,554
+175,215
1227
$2.29M 0.01%
+160,125
1228
$2.29M 0.01%
156,614
+5,539
1229
$2.29M 0.01%
26,518
-29,142
1230
$2.28M 0.01%
173,698
+1,786
1231
$2.28M 0.01%
96,352
-997
1232
$2.27M 0.01%
175,294
-342
1233
$2.27M 0.01%
33,156
-5,033
1234
$2.27M 0.01%
60,147
-160,536
1235
$2.26M 0.01%
30,982
+489
1236
$2.25M 0.01%
352,669
+31,849
1237
$2.25M 0.01%
83,725
-225
1238
$2.25M 0.01%
142,952
-19,497
1239
$2.24M 0.01%
164,936
+1,031
1240
$2.23M 0.01%
64,998
-21,187
1241
$2.23M 0.01%
30,585
-344
1242
$2.23M 0.01%
39,682
-1,252
1243
$2.22M 0.01%
236,397
+10,099
1244
$2.22M 0.01%
39,864
+33,787
1245
$2.22M 0.01%
72,846
+4,898
1246
$2.21M 0.01%
43,776
+24,858
1247
$2.21M 0.01%
39,093
+7,267
1248
$2.21M 0.01%
38,478
-8,237
1249
$2.2M 0.01%
37,269
+2,481
1250
$2.2M 0.01%
14,008
-37,479
48 49
50
51 52