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
1551
$1.38M ﹤0.01%
18,216
-5,830
1552
$1.38M ﹤0.01%
52,789
+2,090
1553
$1.38M ﹤0.01%
18,442
-1,760
1554
$1.38M ﹤0.01%
75,317
+777
1555
$1.38M ﹤0.01%
66,000
+16,000
1556
$1.37M ﹤0.01%
58,074
+629
1557
$1.37M ﹤0.01%
+66,845
1558
$1.37M ﹤0.01%
121,871
-2,289
1559
$1.37M ﹤0.01%
11,512
+1,740
1560
$1.36M ﹤0.01%
23,579
+19,083
1561
$1.36M ﹤0.01%
5,739
1562
$1.36M ﹤0.01%
87,156
-15,328
1563
$1.36M ﹤0.01%
36,388
-9,728
1564
$1.36M ﹤0.01%
25,461
-5,495
1565
$1.35M ﹤0.01%
56,667
-25,580
1566
$1.35M ﹤0.01%
+13,718
1567
$1.35M ﹤0.01%
17,393
+1,738
1568
$1.35M ﹤0.01%
94,299
+77,699
1569
$1.35M ﹤0.01%
8,351
-2,664
1570
$1.34M ﹤0.01%
140,538
-18,566
1571
$1.33M ﹤0.01%
21,998
-170
1572
$1.33M ﹤0.01%
51,615
-6,721
1573
$1.33M ﹤0.01%
41,447
+31,950
1574
$1.33M ﹤0.01%
55,537
-4,988
1575
$1.33M ﹤0.01%
505,440
+253,674
61 62
63
64 65