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
176
$56.3M 0.14%
604,078
+34,039
177
$56.2M 0.14%
495,811
-4,453
178
$55.9M 0.14%
1,185,639
+87,476
179
$54M 0.14%
477,665
+15,250
180
$52.7M 0.13%
485,716
+23,008
181
$52.6M 0.13%
531,029
+62,541
182
$51.5M 0.13%
366,824
+10,322
183
$51.3M 0.13%
339,937
-18,697
184
$51.3M 0.13%
504,445
-128,131
185
$51M 0.13%
652,510
+19,016
186
$50.6M 0.13%
1,451,824
+356,484
187
$49.9M 0.13%
402,907
+16,586
188
$49.3M 0.13%
268,626
+9,120
189
$47.4M 0.12%
949,692
-42,211
190
$46.6M 0.12%
10,690,120
-665,800
191
$46.6M 0.12%
1,114,479
+125,708
192
$46.5M 0.12%
214,768
-18,388
193
$46.4M 0.12%
788,570
+25,785
194
$44.9M 0.11%
811,700
+26,691
195
$44.1M 0.11%
3,370,275
+208,144
196
$43.8M 0.11%
2,310,343
+252,862
197
$42.8M 0.11%
2,078,852
+177,445
198
$42.5M 0.11%
391,923
-8,171
199
$42.3M 0.11%
765,670
+1,558
200
$41.7M 0.11%
488,424
+7,153
6 7
8
9 10