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
1901
$788K ﹤0.01%
60,472
-58,509
1902
$788K ﹤0.01%
10,569
-558
1903
$788K ﹤0.01%
8,631
+890
1904
$788K ﹤0.01%
7,644
+625
1905
$786K ﹤0.01%
75,032
+16,071
1906
$785K ﹤0.01%
+77,100
1907
$784K ﹤0.01%
27,178
+14,969
1908
$783K ﹤0.01%
16,775
+545
1909
$783K ﹤0.01%
34,487
+148
1910
$782K ﹤0.01%
23,775
+801
1911
$780K ﹤0.01%
13,996
-11,653
1912
$779K ﹤0.01%
19,204
+5,030
1913
$779K ﹤0.01%
1,000
1914
$775K ﹤0.01%
32,712
-951
1915
$775K ﹤0.01%
105,000
1916
$773K ﹤0.01%
22,707
+1,968
1917
$772K ﹤0.01%
5,497
-62,838
1918
$772K ﹤0.01%
9,441
+417
1919
$772K ﹤0.01%
51,826
+9,400
1920
$770K ﹤0.01%
+23,991
1921
$769K ﹤0.01%
19,279
-22,033
1922
$766K ﹤0.01%
8,537
-4
1923
$766K ﹤0.01%
79,338
+16,813
1924
$766K ﹤0.01%
35,727
-1,053
1925
$765K ﹤0.01%
36,000
-2,800
75 76
77
78 79