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
1876
$817K ﹤0.01%
15,642
+1,404
1877
$815K ﹤0.01%
12,200
-850
1878
$813K ﹤0.01%
6,890
-1,220
1879
$813K ﹤0.01%
42,490
+10,224
1880
$812K ﹤0.01%
15,005
-9,764
1881
$812K ﹤0.01%
88,397
+17,264
1882
$811K ﹤0.01%
59,208
1883
$811K ﹤0.01%
7,713
+70
1884
$810K ﹤0.01%
36,369
-2,705
1885
$809K ﹤0.01%
38,030
+4,137
1886
$808K ﹤0.01%
42,786
-47,418
1887
$807K ﹤0.01%
24,690
+327
1888
$803K ﹤0.01%
+41,919
1889
$803K ﹤0.01%
41,660
-595
1890
$802K ﹤0.01%
48,789
+1,969
1891
$801K ﹤0.01%
78,401
+21,801
1892
$801K ﹤0.01%
28,038
-705
1893
$801K ﹤0.01%
129,383
-17,967
1894
$800K ﹤0.01%
26,876
-16,312
1895
$799K ﹤0.01%
14,192
-441
1896
$795K ﹤0.01%
16,027
+380
1897
$792K ﹤0.01%
20,867
-1,979
1898
$791K ﹤0.01%
12,714
1899
$790K ﹤0.01%
15,119
-323
1900
$789K ﹤0.01%
+27,923
74 75
76
77 78