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
1251
$2.2M 0.01%
43,060
-2,201
1252
$2.2M 0.01%
126,850
-53,505
1253
$2.2M 0.01%
73,780
-21,390
1254
$2.19M 0.01%
59,958
-903
1255
$2.19M 0.01%
78,404
+15,970
1256
$2.18M 0.01%
92,807
+27,098
1257
$2.18M 0.01%
39,952
+14,285
1258
$2.17M 0.01%
28,298
+1,453
1259
$2.17M 0.01%
61,786
-9,131
1260
$2.16M 0.01%
93,788
-29,745
1261
$2.16M 0.01%
89,317
+489
1262
$2.15M 0.01%
36,562
-1,285
1263
$2.15M 0.01%
89,026
+4,842
1264
$2.15M 0.01%
78,762
+6,916
1265
$2.15M 0.01%
151,537
-20,496
1266
$2.14M 0.01%
216,353
+11,853
1267
$2.13M 0.01%
184,857
+132,771
1268
$2.13M 0.01%
14,635
+435
1269
$2.13M 0.01%
26,992
-1,593
1270
$2.13M 0.01%
55,610
+42,575
1271
$2.12M 0.01%
24,616
+338
1272
$2.12M 0.01%
136,492
-11,726
1273
$2.12M 0.01%
930,576
+52,816
1274
$2.12M 0.01%
21,734
+17,795
1275
$2.11M 0.01%
120,738
+2,078
49 50
51
52 53