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
2151
$518K ﹤0.01%
25,738
-19,407
2152
$515K ﹤0.01%
39,972
+427
2153
$514K ﹤0.01%
+50,000
2154
$513K ﹤0.01%
11,266
+601
2155
$513K ﹤0.01%
+50,000
2156
$512K ﹤0.01%
+75,000
2157
$511K ﹤0.01%
8,939
+705
2158
$511K ﹤0.01%
13,096
+2,292
2159
$511K ﹤0.01%
9,667
-706
2160
$510K ﹤0.01%
20,085
+139
2161
$510K ﹤0.01%
25,819
-22
2162
$509K ﹤0.01%
20,784
-20,866
2163
$508K ﹤0.01%
+50,000
2164
$505K ﹤0.01%
46,822
-14,384
2165
$504K ﹤0.01%
27,155
+1,367
2166
$502K ﹤0.01%
49,989
-1,796
2167
$502K ﹤0.01%
18,087
+5,461
2168
$500K ﹤0.01%
22,360
-11,374
2169
$500K ﹤0.01%
5,118
+2,680
2170
$499K ﹤0.01%
18,528
+503
2171
$497K ﹤0.01%
22,335
+3,210
2172
$496K ﹤0.01%
15,323
-19,174
2173
$496K ﹤0.01%
8,031
-159
2174
$495K ﹤0.01%
16,515
-220
2175
$495K ﹤0.01%
70,456
-2,454
85 86
87
88 89