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
2226
$447K ﹤0.01%
9,179
+198
2227
$447K ﹤0.01%
25,957
-594
2228
$446K ﹤0.01%
6,421
+1,099
2229
$445K ﹤0.01%
12,393
-2,768
2230
$444K ﹤0.01%
15,985
-200
2231
$443K ﹤0.01%
5,372
+76
2232
$442K ﹤0.01%
9,260
+191
2233
$441K ﹤0.01%
+19,665
2234
$439K ﹤0.01%
11,082
+3,022
2235
$439K ﹤0.01%
68,738
+15,201
2236
$437K ﹤0.01%
11,619
-674
2237
$436K ﹤0.01%
+16,751
2238
$434K ﹤0.01%
40,407
+16,494
2239
$433K ﹤0.01%
8,102
+90
2240
$432K ﹤0.01%
3,862
-1,939
2241
$431K ﹤0.01%
14,514
-21,265
2242
$431K ﹤0.01%
33,232
-103,122
2243
$430K ﹤0.01%
62,458
-844,703
2244
$430K ﹤0.01%
4,725
+588
2245
$429K ﹤0.01%
26,666
-4,107
2246
$429K ﹤0.01%
1,658
-3,344
2247
$428K ﹤0.01%
14,005
-33
2248
$427K ﹤0.01%
9,160
+40
2249
$426K ﹤0.01%
7,830
+773
2250
$425K ﹤0.01%
9,550
-757
88 89
90
91 92