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
2051
$613K ﹤0.01%
17,527
+2,986
2052
$612K ﹤0.01%
5,216
-60,238
2053
$609K ﹤0.01%
10,226
-10,319
2054
$608K ﹤0.01%
22,261
2055
$608K ﹤0.01%
54,521
+3,558
2056
$608K ﹤0.01%
12,124
-112
2057
$607K ﹤0.01%
29,820
-4,058
2058
$606K ﹤0.01%
53,473
+26,376
2059
$604K ﹤0.01%
54,124
+33,265
2060
$601K ﹤0.01%
16,531
-547
2061
$600K ﹤0.01%
34,253
+4,227
2062
$600K ﹤0.01%
42,677
-55,962
2063
$600K ﹤0.01%
+35,515
2064
$599K ﹤0.01%
15,330
-1,300
2065
$598K ﹤0.01%
7,969
-114
2066
$598K ﹤0.01%
22,015
-732
2067
$598K ﹤0.01%
24,585
+4,218
2068
$597K ﹤0.01%
7,839
+154
2069
$597K ﹤0.01%
15,690
-153
2070
$596K ﹤0.01%
9,682
+148
2071
$596K ﹤0.01%
7,088
-61,993
2072
$596K ﹤0.01%
19,258
-2,362
2073
$595K ﹤0.01%
43,438
+3,351
2074
$594K ﹤0.01%
24,211
2075
$594K ﹤0.01%
21,128
-4,347
81 82
83
84 85