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
1976
$699K ﹤0.01%
11,718
-100,365
1977
$694K ﹤0.01%
+12,957
1978
$693K ﹤0.01%
9,728
+3,392
1979
$692K ﹤0.01%
37,054
+1,696
1980
$692K ﹤0.01%
37,956
+3,984
1981
$689K ﹤0.01%
74,351
-24,640
1982
$688K ﹤0.01%
23,643
-2,312
1983
$688K ﹤0.01%
4,958
+373
1984
$684K ﹤0.01%
37,187
-604
1985
$684K ﹤0.01%
73,810
-1,813
1986
$683K ﹤0.01%
+8,261
1987
$682K ﹤0.01%
29,654
+723
1988
$682K ﹤0.01%
15,298
+10,558
1989
$681K ﹤0.01%
17,268
-1,559
1990
$680K ﹤0.01%
44,959
-57,741
1991
$680K ﹤0.01%
119,688
+7
1992
$679K ﹤0.01%
13,092
+5,998
1993
$679K ﹤0.01%
33,421
-18,780
1994
$678K ﹤0.01%
24,068
-22
1995
$673K ﹤0.01%
13,529
+260
1996
$673K ﹤0.01%
7,493
-1,346
1997
$672K ﹤0.01%
7,525
+378
1998
$669K ﹤0.01%
25,119
+10,182
1999
$669K ﹤0.01%
6,802
+4,208
2000
$668K ﹤0.01%
4,470
-69
78 79
80
81 82