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
2326
$368K ﹤0.01%
+3,427
2327
$366K ﹤0.01%
+6,258
2328
$366K ﹤0.01%
29,141
-76
2329
$366K ﹤0.01%
5,473
-69
2330
$364K ﹤0.01%
67,295
-3,528
2331
$364K ﹤0.01%
1,813
+556
2332
$364K ﹤0.01%
5,544
-10,556
2333
$363K ﹤0.01%
12,998
+3,730
2334
$362K ﹤0.01%
11,165
-4,259
2335
$362K ﹤0.01%
2,134
-10,055
2336
$361K ﹤0.01%
28,675
-3,384
2337
$361K ﹤0.01%
33,022
+370
2338
$361K ﹤0.01%
8,162
+240
2339
$361K ﹤0.01%
+4,677
2340
$360K ﹤0.01%
3,990
+72
2341
$360K ﹤0.01%
8,805
+225
2342
$360K ﹤0.01%
11,481
-11,349
2343
$360K ﹤0.01%
4,683
-6,214
2344
$359K ﹤0.01%
10,277
+1,073
2345
$359K ﹤0.01%
8,776
+761
2346
$358K ﹤0.01%
6,465
-1,106
2347
$358K ﹤0.01%
9,504
-135
2348
$358K ﹤0.01%
19,746
+494
2349
$357K ﹤0.01%
18,626
+3,456
2350
$357K ﹤0.01%
19,480
92 93
94
95 96