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
1626
$1.22M ﹤0.01%
71,902
+15,689
1627
$1.22M ﹤0.01%
49,809
+6,298
1628
$1.22M ﹤0.01%
+8,677
1629
$1.22M ﹤0.01%
18,287
1630
$1.22M ﹤0.01%
48,989
+9,761
1631
$1.21M ﹤0.01%
57,777
-4,198
1632
$1.21M ﹤0.01%
46,597
+10,342
1633
$1.21M ﹤0.01%
12,925
+4,619
1634
$1.21M ﹤0.01%
24,025
+7,854
1635
$1.21M ﹤0.01%
7,026
-1,324
1636
$1.21M ﹤0.01%
25,632
-1,817
1637
$1.21M ﹤0.01%
40,802
+7,224
1638
$1.21M ﹤0.01%
10,465
+7,529
1639
$1.21M ﹤0.01%
54,276
+2,666
1640
$1.21M ﹤0.01%
26,583
-2,181
1641
$1.21M ﹤0.01%
114,842
-1,831
1642
$1.2M ﹤0.01%
60,940
-9,221
1643
$1.2M ﹤0.01%
34,450
-1,251
1644
$1.2M ﹤0.01%
88,457
-1,035
1645
$1.2M ﹤0.01%
70,000
1646
$1.19M ﹤0.01%
107,238
-13,466
1647
$1.19M ﹤0.01%
26,257
+530
1648
$1.19M ﹤0.01%
39,494
-1,753
1649
$1.19M ﹤0.01%
22,380
-1,764
1650
$1.18M ﹤0.01%
26,568
+2,999
64 65
66
67 68