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
2176
$495K ﹤0.01%
61,475
+4,350
2177
$495K ﹤0.01%
9,736
+41
2178
$495K ﹤0.01%
3,333
2179
$494K ﹤0.01%
21,576
+252
2180
$493K ﹤0.01%
27,908
-7,429
2181
$493K ﹤0.01%
3,624
+612
2182
$491K ﹤0.01%
76,892
-2,415
2183
$491K ﹤0.01%
10,265
-818
2184
$488K ﹤0.01%
+23,264
2185
$487K ﹤0.01%
+18,825
2186
$486K ﹤0.01%
2,708
-1,576
2187
$483K ﹤0.01%
26,839
-479
2188
$483K ﹤0.01%
14,426
+624
2189
$482K ﹤0.01%
9,566
-7,836
2190
$480K ﹤0.01%
48,700
-1,100
2191
$479K ﹤0.01%
+28,676
2192
$477K ﹤0.01%
30,847
-1,908
2193
$476K ﹤0.01%
9,682
-4,279
2194
$476K ﹤0.01%
7,385
-24
2195
$476K ﹤0.01%
16,372
+3,198
2196
$476K ﹤0.01%
4,589
-24
2197
$475K ﹤0.01%
100,671
-34,879
2198
$474K ﹤0.01%
5,123
-19,638
2199
$474K ﹤0.01%
+16,330
2200
$472K ﹤0.01%
20,100
-345
86 87
88
89 90