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
126
$81.4M 0.21%
954,687
+24,450
127
$81.1M 0.21%
383,841
+4,823
128
$80.9M 0.21%
1,277,220
+88,616
129
$80.7M 0.21%
560,895
+54,345
130
$79.5M 0.2%
801,406
-168,896
131
$79.5M 0.2%
912,836
-261,736
132
$78.5M 0.2%
530,936
-36,876
133
$78.1M 0.2%
660,595
+7,473
134
$77M 0.2%
865,105
-29,360
135
$76.8M 0.2%
986,771
-34,429
136
$75.9M 0.19%
1,496,867
+42,076
137
$75.1M 0.19%
488,226
+1,571
138
$74.8M 0.19%
1,715,312
-71,778
139
$73.8M 0.19%
332,591
-8,761
140
$73.6M 0.19%
975,694
-480,336
141
$73.6M 0.19%
1,808,597
-20,248
142
$73.1M 0.19%
904,733
+162,739
143
$73.1M 0.19%
2,556,233
-2,715
144
$72.7M 0.19%
1,833,911
-13,260
145
$70.5M 0.18%
652,008
+8,421
146
$70.3M 0.18%
507,395
+132,508
147
$69.6M 0.18%
623,290
+71,135
148
$68.1M 0.17%
532,412
-44,873
149
$67M 0.17%
600,604
-73,500
150
$67M 0.17%
806,758
+13,786
4 5
6
7 8