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
1576
$1.33M ﹤0.01%
58,741
-6,262
1577
$1.32M ﹤0.01%
17,568
+2,670
1578
$1.32M ﹤0.01%
34,780
-1,190
1579
$1.32M ﹤0.01%
694,505
-54,185
1580
$1.32M ﹤0.01%
47,673
-3,901
1581
$1.32M ﹤0.01%
32,860
+27,594
1582
$1.3M ﹤0.01%
43,981
-458
1583
$1.3M ﹤0.01%
30,025
1584
$1.3M ﹤0.01%
141,518
+20,468
1585
$1.3M ﹤0.01%
63,641
+19,490
1586
$1.3M ﹤0.01%
39,194
+1,777
1587
$1.3M ﹤0.01%
+41,415
1588
$1.3M ﹤0.01%
+125,000
1589
$1.29M ﹤0.01%
338,726
+1,247
1590
$1.29M ﹤0.01%
50,397
-8,008
1591
$1.29M ﹤0.01%
9,479
-1,989
1592
$1.29M ﹤0.01%
28,504
+1,192
1593
$1.29M ﹤0.01%
78,650
-9,949
1594
$1.28M ﹤0.01%
35,276
-2,077
1595
$1.28M ﹤0.01%
189,896
+6,339
1596
$1.28M ﹤0.01%
16,530
+5,138
1597
$1.28M ﹤0.01%
40,743
+12,237
1598
$1.28M ﹤0.01%
20,237
-11,405
1599
$1.28M ﹤0.01%
54,286
-2,846
1600
$1.27M ﹤0.01%
38,170
+866
62 63
64
65 66