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
1476
$1.54M ﹤0.01%
265,496
+150,147
1477
$1.54M ﹤0.01%
165,130
+142,518
1478
$1.54M ﹤0.01%
27,957
-24,658
1479
$1.53M ﹤0.01%
68,493
+233
1480
$1.53M ﹤0.01%
51,903
+1,803
1481
$1.53M ﹤0.01%
+70,000
1482
$1.53M ﹤0.01%
51,372
-46,878
1483
$1.53M ﹤0.01%
211,244
-6,586
1484
$1.52M ﹤0.01%
20,580
+523
1485
$1.52M ﹤0.01%
36,346
-4,609
1486
$1.52M ﹤0.01%
32,354
+238
1487
$1.52M ﹤0.01%
+44,246
1488
$1.52M ﹤0.01%
24,465
+13,098
1489
$1.51M ﹤0.01%
+15,254
1490
$1.51M ﹤0.01%
126,188
-11,841
1491
$1.51M ﹤0.01%
23,786
+1,180
1492
$1.5M ﹤0.01%
30,556
+20,361
1493
$1.5M ﹤0.01%
44,644
+870
1494
$1.5M ﹤0.01%
78,323
-3,210
1495
$1.5M ﹤0.01%
151,077
-513
1496
$1.5M ﹤0.01%
34,305
+4,050
1497
$1.49M ﹤0.01%
+82,569
1498
$1.49M ﹤0.01%
51,060
+6,322
1499
$1.49M ﹤0.01%
73,395
+32,559
1500
$1.49M ﹤0.01%
72,520
-7,424
58 59
60
61 62