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
1301
$2.04M 0.01%
50,503
+869
1302
$2.04M 0.01%
109,320
+859
1303
$2.04M 0.01%
64,253
-487
1304
$2.03M 0.01%
81,527
-2,048
1305
$2.03M 0.01%
145,941
+4,284
1306
$2.03M 0.01%
266,226
-77
1307
$2.02M 0.01%
37,986
+11,426
1308
$2.02M 0.01%
215,717
-6,152
1309
$2.02M 0.01%
27,376
+161
1310
$2.01M 0.01%
21,788
-3,880
1311
$2.01M 0.01%
54,328
-228
1312
$2.01M 0.01%
53,517
+1,695
1313
$2.01M 0.01%
160,677
-4,637
1314
$2.01M 0.01%
57,430
+2,261
1315
$2.01M 0.01%
26,958
+121
1316
$1.99M 0.01%
55,836
+721
1317
$1.99M 0.01%
167,604
+3,745
1318
$1.99M 0.01%
+95,189
1319
$1.99M 0.01%
162,602
-249
1320
$1.98M 0.01%
200,926
+9,655
1321
$1.98M 0.01%
38,425
+895
1322
$1.98M 0.01%
77,760
+2,687
1323
$1.98M 0.01%
39,294
-26,028
1324
$1.97M 0.01%
165,000
-10,000
1325
$1.96M 0.01%
54,568
+34,240
51 52
53
54 55