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
1351
$1.88M ﹤0.01%
12,217
-2,459
1352
$1.87M ﹤0.01%
51,851
-1,721
1353
$1.87M ﹤0.01%
160,821
+810
1354
$1.87M ﹤0.01%
20,717
+9,824
1355
$1.86M ﹤0.01%
33,965
+8,248
1356
$1.86M ﹤0.01%
42,129
-5,043
1357
$1.86M ﹤0.01%
6,066
+924
1358
$1.86M ﹤0.01%
65,000
1359
$1.86M ﹤0.01%
+128,840
1360
$1.85M ﹤0.01%
364,176
+16,673
1361
$1.85M ﹤0.01%
38,702
-2,470
1362
$1.85M ﹤0.01%
15,659
-2,300
1363
$1.85M ﹤0.01%
186,400
1364
$1.84M ﹤0.01%
165,281
+1,119
1365
$1.84M ﹤0.01%
13,095
-6,165
1366
$1.84M ﹤0.01%
67,607
+217
1367
$1.84M ﹤0.01%
91,655
-9,224
1368
$1.84M ﹤0.01%
3,711
-246
1369
$1.84M ﹤0.01%
47,375
+3,527
1370
$1.84M ﹤0.01%
34,844
+5,450
1371
$1.83M ﹤0.01%
78,964
-54,996
1372
$1.83M ﹤0.01%
41,709
-21,563
1373
$1.82M ﹤0.01%
37,260
+3,876
1374
$1.82M ﹤0.01%
39,916
-14,143
1375
$1.82M ﹤0.01%
33,964
+1,862
53 54
55
56 57