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
1426
$1.69M ﹤0.01%
12,308
+384
1427
$1.69M ﹤0.01%
38,742
+122
1428
$1.68M ﹤0.01%
161,618
1429
$1.68M ﹤0.01%
123,979
+27,335
1430
$1.68M ﹤0.01%
67,327
-11,056
1431
$1.67M ﹤0.01%
17,255
+12,691
1432
$1.67M ﹤0.01%
77,420
+9,983
1433
$1.67M ﹤0.01%
29,386
-1,092
1434
$1.66M ﹤0.01%
109,844
-27,665
1435
$1.66M ﹤0.01%
32,598
-1,150
1436
$1.66M ﹤0.01%
117,315
+1,006
1437
$1.65M ﹤0.01%
25,536
-18,004
1438
$1.65M ﹤0.01%
79,757
-273
1439
$1.64M ﹤0.01%
196,881
+8,071
1440
$1.64M ﹤0.01%
85,316
+1,792
1441
$1.64M ﹤0.01%
28,983
+7,586
1442
$1.64M ﹤0.01%
47,870
-24,068
1443
$1.64M ﹤0.01%
115,847
+2,340
1444
$1.63M ﹤0.01%
140,132
-60,643
1445
$1.63M ﹤0.01%
15,831
-211
1446
$1.62M ﹤0.01%
169,893
+7,620
1447
$1.62M ﹤0.01%
72,702
+3,980
1448
$1.62M ﹤0.01%
16,331
+978
1449
$1.62M ﹤0.01%
156,517
+57,550
1450
$1.61M ﹤0.01%
109,355
+18,537
56 57
58
59 60