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
1676
$1.12M ﹤0.01%
96,719
-869
1677
$1.12M ﹤0.01%
40,017
+310
1678
$1.12M ﹤0.01%
19,485
+8,990
1679
$1.12M ﹤0.01%
91,362
-3,745
1680
$1.11M ﹤0.01%
56,765
-513
1681
$1.11M ﹤0.01%
47,224
-11,103
1682
$1.11M ﹤0.01%
46,190
+1,382
1683
$1.11M ﹤0.01%
15,086
-3,187
1684
$1.1M ﹤0.01%
17,479
+9,497
1685
$1.1M ﹤0.01%
51,484
+4,447
1686
$1.1M ﹤0.01%
18,465
-2,139
1687
$1.1M ﹤0.01%
81,459
-9,130
1688
$1.1M ﹤0.01%
13,489
+1,663
1689
$1.1M ﹤0.01%
64,911
-3,225
1690
$1.1M ﹤0.01%
38,666
+17,178
1691
$1.09M ﹤0.01%
3,294
+157
1692
$1.09M ﹤0.01%
23,492
+1,754
1693
$1.09M ﹤0.01%
56,581
-76
1694
$1.09M ﹤0.01%
10,185
+811
1695
$1.09M ﹤0.01%
181,120
-27,267
1696
$1.09M ﹤0.01%
28,411
-2,440
1697
$1.09M ﹤0.01%
29,786
+2,271
1698
$1.09M ﹤0.01%
38,365
+7,373
1699
$1.08M ﹤0.01%
26,465
+429
1700
$1.08M ﹤0.01%
25,847
-19,890
66 67
68
69 70