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
1501
$1.49M ﹤0.01%
6,139
-8,483
1502
$1.49M ﹤0.01%
37,458
+7,840
1503
$1.48M ﹤0.01%
34,782
+1,590
1504
$1.48M ﹤0.01%
11,197
+1,512
1505
$1.47M ﹤0.01%
50,075
+4,714
1506
$1.47M ﹤0.01%
12,312
+3,299
1507
$1.47M ﹤0.01%
60,727
-17,688
1508
$1.47M ﹤0.01%
37,217
+1,635
1509
$1.47M ﹤0.01%
27,480
-9,936
1510
$1.46M ﹤0.01%
17,858
+1,957
1511
$1.46M ﹤0.01%
41,640
+2,645
1512
$1.46M ﹤0.01%
47,588
+921
1513
$1.46M ﹤0.01%
16,042
+10,548
1514
$1.46M ﹤0.01%
145,401
+9,113
1515
$1.46M ﹤0.01%
21,914
+762
1516
$1.45M ﹤0.01%
40,678
+9,464
1517
$1.44M ﹤0.01%
32,262
+1,344
1518
$1.44M ﹤0.01%
30,009
-4,221
1519
$1.44M ﹤0.01%
96,984
-2,392
1520
$1.44M ﹤0.01%
19,033
-967
1521
$1.44M ﹤0.01%
32,251
+26,328
1522
$1.44M ﹤0.01%
400,000
1523
$1.44M ﹤0.01%
9,668
-5,774
1524
$1.44M ﹤0.01%
38,046
+2,757
1525
$1.43M ﹤0.01%
49,739
-37,789
59 60
61
62 63