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
1401
$1.76M ﹤0.01%
49,495
+124
1402
$1.76M ﹤0.01%
169,059
-7,064
1403
$1.76M ﹤0.01%
116,813
-6,667
1404
$1.75M ﹤0.01%
113,755
-61,485
1405
$1.75M ﹤0.01%
398,185
+82,981
1406
$1.75M ﹤0.01%
25,200
+148
1407
$1.75M ﹤0.01%
65,288
-177
1408
$1.75M ﹤0.01%
129,278
-11,917
1409
$1.74M ﹤0.01%
23,965
+11,676
1410
$1.74M ﹤0.01%
30,577
+615
1411
$1.73M ﹤0.01%
33,963
+4,469
1412
$1.73M ﹤0.01%
56,316
-810
1413
$1.73M ﹤0.01%
67,844
-515
1414
$1.73M ﹤0.01%
21,178
+1,661
1415
$1.73M ﹤0.01%
80,921
-1,609
1416
$1.72M ﹤0.01%
21,270
+991
1417
$1.72M ﹤0.01%
166,516
+3,542
1418
$1.72M ﹤0.01%
56,966
-6
1419
$1.72M ﹤0.01%
31,135
+549
1420
$1.72M ﹤0.01%
66,761
+5,538
1421
$1.72M ﹤0.01%
51,852
-165,901
1422
$1.71M ﹤0.01%
68,654
+930
1423
$1.7M ﹤0.01%
22,204
-65,246
1424
$1.7M ﹤0.01%
18,336
+9,798
1425
$1.7M ﹤0.01%
14,962
-13,727
55 56
57
58 59