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
2351
$357K ﹤0.01%
4,845
+86
2352
$357K ﹤0.01%
8,425
+353
2353
$356K ﹤0.01%
3,201
+262
2354
$356K ﹤0.01%
18,254
-1,828
2355
$356K ﹤0.01%
33,463
+17,713
2356
$356K ﹤0.01%
19,182
-349
2357
$355K ﹤0.01%
2,900
+639
2358
$354K ﹤0.01%
8,268
+711
2359
$353K ﹤0.01%
20,124
+1,964
2360
$353K ﹤0.01%
12,938
+3,358
2361
$353K ﹤0.01%
21,916
-2,586
2362
$352K ﹤0.01%
6,640
-1,453
2363
$351K ﹤0.01%
18,059
-133
2364
$350K ﹤0.01%
9,363
-351
2365
$350K ﹤0.01%
34,654
+2,701
2366
$348K ﹤0.01%
19,879
+2,669
2367
$348K ﹤0.01%
7,681
2368
$346K ﹤0.01%
9,888
+2,574
2369
$343K ﹤0.01%
27,024
-13,622
2370
$343K ﹤0.01%
24,470
+5
2371
$342K ﹤0.01%
7,783
-20,737
2372
$342K ﹤0.01%
16,751
+5,382
2373
$342K ﹤0.01%
38,831
-2,000
2374
$341K ﹤0.01%
29,959
-406
2375
$340K ﹤0.01%
14,231
-43,103
93 94
95
96 97