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
2301
$386K ﹤0.01%
8,385
+3,380
2302
$385K ﹤0.01%
7,853
-866
2303
$384K ﹤0.01%
24,602
-1,250
2304
$383K ﹤0.01%
32,812
+5,301
2305
$383K ﹤0.01%
27,950
+1,100
2306
$382K ﹤0.01%
14,686
-7
2307
$381K ﹤0.01%
46,144
-30
2308
$381K ﹤0.01%
4,919
+780
2309
$379K ﹤0.01%
13,976
-3,160
2310
$379K ﹤0.01%
16,376
+353
2311
$378K ﹤0.01%
+3,662
2312
$378K ﹤0.01%
+10,819
2313
$377K ﹤0.01%
31,686
-8,562
2314
$377K ﹤0.01%
21,723
-6,512
2315
$375K ﹤0.01%
10,964
-7,442
2316
$373K ﹤0.01%
4,456
+2,225
2317
$373K ﹤0.01%
29,128
+1,751
2318
$373K ﹤0.01%
1,305
+121
2319
$373K ﹤0.01%
10,876
-63
2320
$373K ﹤0.01%
30,766
-789
2321
$372K ﹤0.01%
19,267
+254
2322
$371K ﹤0.01%
15,355
-1,343
2323
$371K ﹤0.01%
31,937
+14,576
2324
$370K ﹤0.01%
6,473
-114
2325
$370K ﹤0.01%
187,250
-2,267
91 92
93
94 95