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
1776
$964K ﹤0.01%
24,881
-5,934
1777
$964K ﹤0.01%
1,466
+132
1778
$964K ﹤0.01%
24,969
+4,855
1779
$962K ﹤0.01%
28,028
1780
$961K ﹤0.01%
70,894
-1,049
1781
$960K ﹤0.01%
14,655
-1,696
1782
$959K ﹤0.01%
20,085
+10,816
1783
$958K ﹤0.01%
20,575
+16,755
1784
$957K ﹤0.01%
+30,280
1785
$957K ﹤0.01%
17,356
+483
1786
$957K ﹤0.01%
16,846
-726
1787
$956K ﹤0.01%
16,208
-11,542
1788
$954K ﹤0.01%
3,142
-376
1789
$952K ﹤0.01%
35,523
-717
1790
$952K ﹤0.01%
60,868
+174
1791
$949K ﹤0.01%
30,050
+2,352
1792
$943K ﹤0.01%
44,296
+4,175
1793
$943K ﹤0.01%
103,585
+1,136
1794
$941K ﹤0.01%
39,000
1795
$941K ﹤0.01%
41,779
+771
1796
$938K ﹤0.01%
84,993
-237
1797
$936K ﹤0.01%
12,145
-1,266
1798
$935K ﹤0.01%
+96,450
1799
$933K ﹤0.01%
39,560
+10,320
1800
$931K ﹤0.01%
717
+24
70 71
72
73 74