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
1276
$2.11M 0.01%
77,521
+19,477
1277
$2.1M 0.01%
111,255
1278
$2.1M 0.01%
33,080
+4,165
1279
$2.1M 0.01%
16,033
+2,101
1280
$2.1M 0.01%
94,457
1281
$2.1M 0.01%
19,184
+509
1282
$2.1M 0.01%
72,086
+66
1283
$2.09M 0.01%
127,149
+62,320
1284
$2.09M 0.01%
144,523
+143
1285
$2.09M 0.01%
36,610
+482
1286
$2.08M 0.01%
39,173
+4,184
1287
$2.08M 0.01%
7,502
-29,044
1288
$2.08M 0.01%
169,537
-212,860
1289
$2.08M 0.01%
131,411
-18,797
1290
$2.07M 0.01%
34,438
+4,246
1291
$2.07M 0.01%
207,968
+2,135
1292
$2.07M 0.01%
108,734
-37,589
1293
$2.07M 0.01%
44,188
-2,195
1294
$2.07M 0.01%
64,574
+4,777
1295
$2.06M 0.01%
67,602
+2,248
1296
$2.05M 0.01%
65,837
-1,124
1297
$2.04M 0.01%
23,350
+4,098
1298
$2.04M 0.01%
63,430
-7,209
1299
$2.04M 0.01%
107,107
-5,210
1300
$2.04M 0.01%
24,030
-4,237
50 51
52
53 54