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
2276
$406K ﹤0.01%
4,431
-74,840
2277
$406K ﹤0.01%
+8,755
2278
$405K ﹤0.01%
36,549
-1,396
2279
$405K ﹤0.01%
5,094
+1,722
2280
$403K ﹤0.01%
19,933
-1,504
2281
$401K ﹤0.01%
10,539
+4,076
2282
$400K ﹤0.01%
9,795
+1,491
2283
$400K ﹤0.01%
+5,657
2284
$399K ﹤0.01%
11,200
-100
2285
$399K ﹤0.01%
+60,186
2286
$398K ﹤0.01%
37,792
+3,912
2287
$397K ﹤0.01%
48,498
-750
2288
$396K ﹤0.01%
9,474
-17,745
2289
$396K ﹤0.01%
12,220
-89,225
2290
$396K ﹤0.01%
7,898
-3,486
2291
$395K ﹤0.01%
30,156
-14,160
2292
$395K ﹤0.01%
39,798
+4,446
2293
$395K ﹤0.01%
18,367
-11,843
2294
$393K ﹤0.01%
4,097
-178
2295
$392K ﹤0.01%
19,538
+868
2296
$391K ﹤0.01%
25,043
-22,092
2297
$391K ﹤0.01%
6,025
2298
$389K ﹤0.01%
12,983
+2,071
2299
$389K ﹤0.01%
2,944
+203
2300
$387K ﹤0.01%
12,312
+2,858
90 91
92
93 94