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
1376
$1.82M ﹤0.01%
32,022
+1,438
1377
$1.82M ﹤0.01%
68,357
+4,292
1378
$1.82M ﹤0.01%
72,936
+265
1379
$1.81M ﹤0.01%
167,408
+21,766
1380
$1.81M ﹤0.01%
47,029
+23,924
1381
$1.81M ﹤0.01%
114,916
-5,812
1382
$1.81M ﹤0.01%
156,288
+8,270
1383
$1.81M ﹤0.01%
31,950
+177
1384
$1.81M ﹤0.01%
52,970
-23,513
1385
$1.8M ﹤0.01%
29,654
+819
1386
$1.8M ﹤0.01%
17,732
+4,029
1387
$1.8M ﹤0.01%
38,033
+15,551
1388
$1.8M ﹤0.01%
15,015
-33,371
1389
$1.79M ﹤0.01%
11,760
-496
1390
$1.79M ﹤0.01%
32,996
+808
1391
$1.79M ﹤0.01%
20,428
+3,098
1392
$1.79M ﹤0.01%
50,565
-2,190
1393
$1.79M ﹤0.01%
188,240
-6,203
1394
$1.78M ﹤0.01%
11,130
+396
1395
$1.78M ﹤0.01%
16,163
-62,297
1396
$1.77M ﹤0.01%
27,680
+13,478
1397
$1.77M ﹤0.01%
28,337
-701
1398
$1.77M ﹤0.01%
24,369
+3,097
1399
$1.76M ﹤0.01%
39,281
-4,940
1400
$1.76M ﹤0.01%
39,405
+820
54 55
56
57 58