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
1851
$855K ﹤0.01%
13,983
-1,752
1852
$854K ﹤0.01%
24,389
+940
1853
$851K ﹤0.01%
49,130
-26,000
1854
$848K ﹤0.01%
10,695
+5,303
1855
$846K ﹤0.01%
16,783
+11,750
1856
$846K ﹤0.01%
85,224
+1,068
1857
$844K ﹤0.01%
3,691
-60
1858
$844K ﹤0.01%
203,458
+130,497
1859
$842K ﹤0.01%
39,208
+9,109
1860
$841K ﹤0.01%
28,911
+4,393
1861
$841K ﹤0.01%
28,830
+11
1862
$840K ﹤0.01%
32,623
+17,075
1863
$839K ﹤0.01%
35,386
+2,921
1864
$836K ﹤0.01%
30,420
1865
$835K ﹤0.01%
33,762
-71,869
1866
$831K ﹤0.01%
49,439
+22,228
1867
$831K ﹤0.01%
+65,950
1868
$828K ﹤0.01%
36,251
-4,744
1869
$828K ﹤0.01%
19,395
+15,000
1870
$825K ﹤0.01%
8,258
-11,272
1871
$825K ﹤0.01%
31,929
-5,940
1872
$823K ﹤0.01%
163,301
+2,485
1873
$822K ﹤0.01%
13,310
+66
1874
$821K ﹤0.01%
56,043
-973
1875
$818K ﹤0.01%
10,028
+994
73 74
75
76 77