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
1926
$765K ﹤0.01%
24,544
-1,297
1927
$765K ﹤0.01%
78,049
+26,449
1928
$765K ﹤0.01%
14,973
-15,499
1929
$764K ﹤0.01%
104,545
-175,339
1930
$761K ﹤0.01%
14,056
-3,407
1931
$761K ﹤0.01%
11,408
-567
1932
$760K ﹤0.01%
32,502
-1,344
1933
$759K ﹤0.01%
29,409
+1,943
1934
$758K ﹤0.01%
18,310
-354
1935
$751K ﹤0.01%
16,703
-541
1936
$751K ﹤0.01%
35,816
+8,897
1937
$751K ﹤0.01%
+23,785
1938
$750K ﹤0.01%
119,461
-206,829
1939
$748K ﹤0.01%
14,941
-7,526
1940
$747K ﹤0.01%
61,843
-1,603
1941
$746K ﹤0.01%
6,734
-34,070
1942
$744K ﹤0.01%
+9,815
1943
$743K ﹤0.01%
21,318
+3,769
1944
$740K ﹤0.01%
15,266
-19
1945
$733K ﹤0.01%
25,626
-50,801
1946
$732K ﹤0.01%
110,182
-5,974
1947
$731K ﹤0.01%
22,542
-1,748
1948
$729K ﹤0.01%
21,199
+3,790
1949
$729K ﹤0.01%
18,730
-15,130
1950
$728K ﹤0.01%
5,631
+224
76 77
78
79 80