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
1451
$1.6M ﹤0.01%
56,972
-11,972
1452
$1.6M ﹤0.01%
31,686
-17,306
1453
$1.6M ﹤0.01%
32,362
-18,724
1454
$1.6M ﹤0.01%
18,107
+62
1455
$1.59M ﹤0.01%
41,138
+3,039
1456
$1.59M ﹤0.01%
39,058
-978
1457
$1.59M ﹤0.01%
10,435
-8,390
1458
$1.58M ﹤0.01%
165,547
-34,795
1459
$1.58M ﹤0.01%
147,097
+7,671
1460
$1.57M ﹤0.01%
15,961
-4,907
1461
$1.57M ﹤0.01%
49,953
+11,082
1462
$1.57M ﹤0.01%
82,076
-4,331
1463
$1.57M ﹤0.01%
57,368
+2,826
1464
$1.56M ﹤0.01%
11,998
-762
1465
$1.56M ﹤0.01%
26,290
-182
1466
$1.56M ﹤0.01%
109,507
+35,693
1467
$1.56M ﹤0.01%
30,484
+833
1468
$1.56M ﹤0.01%
25,984
+2,138
1469
$1.56M ﹤0.01%
140,684
+677
1470
$1.55M ﹤0.01%
108,116
-445
1471
$1.55M ﹤0.01%
15,849
-838
1472
$1.55M ﹤0.01%
267,270
-35,054
1473
$1.55M ﹤0.01%
35,982
-6,091
1474
$1.55M ﹤0.01%
64,446
-105,921
1475
$1.55M ﹤0.01%
42,518
-4,260
57 58
59
60 61