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
1801
$929K ﹤0.01%
43,592
+123
1802
$925K ﹤0.01%
23,417
-16,222
1803
$923K ﹤0.01%
21,036
-2,455
1804
$921K ﹤0.01%
150,367
-20,515
1805
$920K ﹤0.01%
52,198
+14,811
1806
$920K ﹤0.01%
88,100
+38,100
1807
$918K ﹤0.01%
24,651
-194
1808
$918K ﹤0.01%
23,769
-11,092
1809
$917K ﹤0.01%
32,154
+15,008
1810
$916K ﹤0.01%
54,259
-36,478
1811
$916K ﹤0.01%
16,112
+975
1812
$916K ﹤0.01%
34,609
+216
1813
$911K ﹤0.01%
11,638
+1,030
1814
$911K ﹤0.01%
+22,313
1815
$910K ﹤0.01%
16,690
-7
1816
$910K ﹤0.01%
35,800
+9,800
1817
$908K ﹤0.01%
20,903
-4,483
1818
$905K ﹤0.01%
+55,000
1819
$904K ﹤0.01%
58,563
+13,013
1820
$902K ﹤0.01%
56,529
+2,684
1821
$902K ﹤0.01%
49,562
+102
1822
$901K ﹤0.01%
9,709
+724
1823
$900K ﹤0.01%
27,464
-6,894
1824
$899K ﹤0.01%
65,578
-732
1825
$898K ﹤0.01%
38,347
+1,715
71 72
73
74 75