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
1751
$1M ﹤0.01%
38,313
-108,239
1752
$995K ﹤0.01%
28,975
-396
1753
$994K ﹤0.01%
38,866
-1,535
1754
$993K ﹤0.01%
13,672
-5
1755
$993K ﹤0.01%
119,697
+14,537
1756
$992K ﹤0.01%
94,202
-1,390
1757
$991K ﹤0.01%
73,835
+45
1758
$989K ﹤0.01%
47,152
-8,772
1759
$986K ﹤0.01%
69,537
-6,760
1760
$985K ﹤0.01%
37,806
+29,438
1761
$985K ﹤0.01%
71,563
+27,233
1762
$983K ﹤0.01%
11,183
-1,360
1763
$981K ﹤0.01%
41,628
+12,518
1764
$977K ﹤0.01%
20,235
-258
1765
$975K ﹤0.01%
46,950
+14,010
1766
$974K ﹤0.01%
81,783
-17,595
1767
$974K ﹤0.01%
10,071
+866
1768
$973K ﹤0.01%
18,302
-15,797
1769
$971K ﹤0.01%
26,548
-11,164
1770
$971K ﹤0.01%
16,540
+1,996
1771
$970K ﹤0.01%
96,863
+41,813
1772
$969K ﹤0.01%
31,012
-17,320
1773
$969K ﹤0.01%
126,535
-1,055
1774
$967K ﹤0.01%
46,445
-609
1775
$964K ﹤0.01%
7,605
+4,521
69 70
71
72 73