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
2126
$542K ﹤0.01%
+8,990
2127
$536K ﹤0.01%
4,602
+2,984
2128
$535K ﹤0.01%
+6,368
2129
$534K ﹤0.01%
+13,032
2130
$533K ﹤0.01%
14,971
+24
2131
$533K ﹤0.01%
14,095
-12,605
2132
$533K ﹤0.01%
4,530
-12,151
2133
$533K ﹤0.01%
3,470
+157
2134
$532K ﹤0.01%
9,354
+93
2135
$532K ﹤0.01%
55,081
-13,247
2136
$530K ﹤0.01%
+49,800
2137
$530K ﹤0.01%
11,256
-494
2138
$528K ﹤0.01%
10,200
-8,554
2139
$527K ﹤0.01%
21,740
+730
2140
$526K ﹤0.01%
5,431
+1,528
2141
$526K ﹤0.01%
21,175
+4,189
2142
$526K ﹤0.01%
14,757
-5,638
2143
$526K ﹤0.01%
17,951
+577
2144
$525K ﹤0.01%
51,064
+21,710
2145
$524K ﹤0.01%
17,465
-8,792
2146
$520K ﹤0.01%
19,686
+10,669
2147
$520K ﹤0.01%
26,000
2148
$519K ﹤0.01%
11,400
-50
2149
$518K ﹤0.01%
16,862
-3,242
2150
$518K ﹤0.01%
31,651
-311
84 85
86
87 88