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
1326
$1.96M 0.01%
+86,385
1327
$1.96M 0.01%
39,138
+1,710
1328
$1.95M 0.01%
122,754
+4,352
1329
$1.95M 0.01%
108,823
-846
1330
$1.95M 0.01%
113,959
-23,382
1331
$1.94M ﹤0.01%
70,057
+57,098
1332
$1.94M ﹤0.01%
46,164
-17,806
1333
$1.93M ﹤0.01%
40,390
-2,715
1334
$1.93M ﹤0.01%
150,088
-1,882
1335
$1.93M ﹤0.01%
84,064
+188
1336
$1.92M ﹤0.01%
254,290
+120,279
1337
$1.92M ﹤0.01%
18,587
-6,743
1338
$1.92M ﹤0.01%
56,454
+9,418
1339
$1.92M ﹤0.01%
72,303
+1,261
1340
$1.91M ﹤0.01%
137,511
-6,968
1341
$1.9M ﹤0.01%
134,262
-1,873
1342
$1.9M ﹤0.01%
+67,226
1343
$1.89M ﹤0.01%
59,902
-5,649
1344
$1.89M ﹤0.01%
18,548
+5,358
1345
$1.89M ﹤0.01%
69,464
-1,409
1346
$1.89M ﹤0.01%
9,748
-944
1347
$1.88M ﹤0.01%
+92,823
1348
$1.88M ﹤0.01%
126,601
-5,366
1349
$1.88M ﹤0.01%
123,000
1350
$1.88M ﹤0.01%
70,769
+35,909
52 53
54
55 56