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
1601
$1.27M ﹤0.01%
122,751
+5,128
1602
$1.27M ﹤0.01%
259,360
-7,751
1603
$1.27M ﹤0.01%
85,278
-3,960
1604
$1.26M ﹤0.01%
62,888
-1,197
1605
$1.26M ﹤0.01%
15,878
-824
1606
$1.26M ﹤0.01%
58,004
-255,864
1607
$1.26M ﹤0.01%
64,938
+6,775
1608
$1.26M ﹤0.01%
47,826
1609
$1.26M ﹤0.01%
48,740
+5,711
1610
$1.26M ﹤0.01%
23,443
-6,691
1611
$1.25M ﹤0.01%
266,404
1612
$1.25M ﹤0.01%
44,393
-1,542
1613
$1.25M ﹤0.01%
81,488
-2,340
1614
$1.24M ﹤0.01%
24,900
+17,116
1615
$1.24M ﹤0.01%
68,809
-13,137
1616
$1.24M ﹤0.01%
51,573
+5,047
1617
$1.24M ﹤0.01%
21,733
-3,667
1618
$1.24M ﹤0.01%
7,494
+131
1619
$1.24M ﹤0.01%
36,744
+9,344
1620
$1.24M ﹤0.01%
24,116
-50,409
1621
$1.23M ﹤0.01%
+15,062
1622
$1.23M ﹤0.01%
70,771
-6,382
1623
$1.23M ﹤0.01%
104,267
+67
1624
$1.23M ﹤0.01%
+48,176
1625
$1.23M ﹤0.01%
109,537
+13,535
63 64
65
66 67