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
1526
$1.43M ﹤0.01%
21,178
-9,146
1527
$1.43M ﹤0.01%
39,427
-117
1528
$1.43M ﹤0.01%
30,773
-8,609
1529
$1.43M ﹤0.01%
32,398
+671
1530
$1.42M ﹤0.01%
92,080
-14,568
1531
$1.42M ﹤0.01%
26,447
+1,643
1532
$1.42M ﹤0.01%
12,327
-239
1533
$1.42M ﹤0.01%
22,246
+1,665
1534
$1.42M ﹤0.01%
42,132
-425
1535
$1.41M ﹤0.01%
23,494
-7,893
1536
$1.41M ﹤0.01%
52,807
+1,179
1537
$1.41M ﹤0.01%
41,188
-27,624
1538
$1.41M ﹤0.01%
13,866
1539
$1.4M ﹤0.01%
13,802
-5,802
1540
$1.4M ﹤0.01%
34,446
-738
1541
$1.4M ﹤0.01%
+43,534
1542
$1.4M ﹤0.01%
11,601
-520
1543
$1.4M ﹤0.01%
25,166
-551
1544
$1.4M ﹤0.01%
15,341
+7,793
1545
$1.39M ﹤0.01%
92,910
-2,012
1546
$1.39M ﹤0.01%
28,527
+10,643
1547
$1.39M ﹤0.01%
29,060
-3,783
1548
$1.39M ﹤0.01%
12,784
-247
1549
$1.39M ﹤0.01%
69,512
-258,230
1550
$1.39M ﹤0.01%
113,516
-1,629
60 61
62
63 64