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
2376
$340K ﹤0.01%
+13,440
2377
$340K ﹤0.01%
8,837
-8,788
2378
$339K ﹤0.01%
10,097
+2,852
2379
$339K ﹤0.01%
12,186
+1,263
2380
$339K ﹤0.01%
1,927
-105
2381
$338K ﹤0.01%
12,318
-300
2382
$338K ﹤0.01%
15,685
+240
2383
$338K ﹤0.01%
25,522
-1,533
2384
$337K ﹤0.01%
4,800
-16,613
2385
$336K ﹤0.01%
+14,655
2386
$336K ﹤0.01%
+12,825
2387
$335K ﹤0.01%
19,751
-579
2388
$335K ﹤0.01%
4,102
-22
2389
$334K ﹤0.01%
20,954
-2,145
2390
$334K ﹤0.01%
47,776
-3,842
2391
$333K ﹤0.01%
519
2392
$332K ﹤0.01%
2,423
+331
2393
$331K ﹤0.01%
9,330
+153
2394
$329K ﹤0.01%
28,961
2395
$329K ﹤0.01%
16,877
+3,093
2396
$329K ﹤0.01%
23,628
+528
2397
$329K ﹤0.01%
5,778
-1,644
2398
$328K ﹤0.01%
4,084
+114
2399
$328K ﹤0.01%
10,213
-292
2400
$327K ﹤0.01%
6,930
-23,967
94 95
96
97 98