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
1726
$1.05M ﹤0.01%
+12,735
1727
$1.04M ﹤0.01%
20,951
-327
1728
$1.04M ﹤0.01%
44,793
-113,899
1729
$1.04M ﹤0.01%
25,607
-4,338
1730
$1.04M ﹤0.01%
+38,652
1731
$1.04M ﹤0.01%
35,447
+9,147
1732
$1.04M ﹤0.01%
28,596
+918
1733
$1.03M ﹤0.01%
18,130
+2,039
1734
$1.03M ﹤0.01%
+34,392
1735
$1.02M ﹤0.01%
195,990
+47,338
1736
$1.02M ﹤0.01%
7,811
+803
1737
$1.02M ﹤0.01%
+30,542
1738
$1.02M ﹤0.01%
3,690
-1,164
1739
$1.02M ﹤0.01%
29,863
-2,865
1740
$1.02M ﹤0.01%
23,778
-197
1741
$1.02M ﹤0.01%
267,674
+8
1742
$1.02M ﹤0.01%
8,869
-480
1743
$1.02M ﹤0.01%
4,728
-492
1744
$1.01M ﹤0.01%
22,074
+1,271
1745
$1.01M ﹤0.01%
37,713
+9,877
1746
$1.01M ﹤0.01%
7,428
-830
1747
$1.01M ﹤0.01%
27,430
+16,566
1748
$1.01M ﹤0.01%
13,866
+819
1749
$1.01M ﹤0.01%
60,543
+7,499
1750
$1.01M ﹤0.01%
7,955
-2,091
68 69
70
71 72