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
1826
$898K ﹤0.01%
46,551
+54
1827
$897K ﹤0.01%
58,380
-1,031
1828
$896K ﹤0.01%
6,560
-70,489
1829
$895K ﹤0.01%
21,956
+274
1830
$894K ﹤0.01%
19,453
+5,264
1831
$893K ﹤0.01%
34,000
1832
$890K ﹤0.01%
43,352
-5,041
1833
$890K ﹤0.01%
56,171
+4,550
1834
$887K ﹤0.01%
36,070
-28,180
1835
$887K ﹤0.01%
57,481
+15,840
1836
$884K ﹤0.01%
15,240
-1,294
1837
$883K ﹤0.01%
55,248
-90,995
1838
$883K ﹤0.01%
36,143
+1,074
1839
$882K ﹤0.01%
28,374
-38,231
1840
$877K ﹤0.01%
106,720
-984
1841
$877K ﹤0.01%
27,997
-14,625
1842
$873K ﹤0.01%
96,624
-429
1843
$872K ﹤0.01%
94,779
-15,020
1844
$871K ﹤0.01%
60,064
1845
$865K ﹤0.01%
46,400
+2,700
1846
$864K ﹤0.01%
58,568
-220
1847
$863K ﹤0.01%
271,442
-1,265
1848
$857K ﹤0.01%
21,286
+208
1849
$856K ﹤0.01%
47,549
-1,953
1850
$856K ﹤0.01%
26,630
-256
72 73
74
75 76