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
1951
$728K ﹤0.01%
74,207
1952
$728K ﹤0.01%
12,882
-7,074
1953
$727K ﹤0.01%
70,907
+8,362
1954
$727K ﹤0.01%
5,113
+127
1955
$726K ﹤0.01%
2,718
-188
1956
$726K ﹤0.01%
14,048
+8,889
1957
$725K ﹤0.01%
90,619
-132,949
1958
$722K ﹤0.01%
34,837
-43,124
1959
$722K ﹤0.01%
23,499
+16,436
1960
$721K ﹤0.01%
18,171
-5,352
1961
$720K ﹤0.01%
47,646
+16
1962
$719K ﹤0.01%
44,488
+5,573
1963
$719K ﹤0.01%
5,525
+1,373
1964
$718K ﹤0.01%
9,758
-8,708
1965
$714K ﹤0.01%
31,983
+183
1966
$711K ﹤0.01%
12,443
+312
1967
$711K ﹤0.01%
115,011
+38,700
1968
$710K ﹤0.01%
44,046
+548
1969
$707K ﹤0.01%
+48,245
1970
$707K ﹤0.01%
15,441
-149
1971
$705K ﹤0.01%
12,331
+1,194
1972
$704K ﹤0.01%
14,504
-1,010
1973
$704K ﹤0.01%
16,253
-14,131
1974
$703K ﹤0.01%
37,876
+1,159
1975
$702K ﹤0.01%
51,695
+2,136
77 78
79
80 81