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
2401
$326K ﹤0.01%
22,506
-10,537
2402
$324K ﹤0.01%
6,323
-5,917
2403
$324K ﹤0.01%
+12,158
2404
$323K ﹤0.01%
19,412
-443
2405
$322K ﹤0.01%
20,391
+140
2406
$322K ﹤0.01%
3,217
-488
2407
$322K ﹤0.01%
+4,842
2408
$321K ﹤0.01%
9,000
2409
$321K ﹤0.01%
12,771
-618
2410
$321K ﹤0.01%
12,138
+1,749
2411
$320K ﹤0.01%
13,370
-67
2412
$319K ﹤0.01%
5,640
-4,486
2413
$319K ﹤0.01%
+22,700
2414
$319K ﹤0.01%
16,613
-18,839
2415
$318K ﹤0.01%
4,333
-1,646
2416
$317K ﹤0.01%
8,553
-1,305
2417
$317K ﹤0.01%
10,106
-175
2418
$316K ﹤0.01%
10,026
2419
$316K ﹤0.01%
30,178
-1,815
2420
$315K ﹤0.01%
10,853
-943
2421
$313K ﹤0.01%
27,214
-32,552
2422
$312K ﹤0.01%
6,415
+1,228
2423
$312K ﹤0.01%
17,537
+177
2424
$312K ﹤0.01%
23,757
+1,953
2425
$310K ﹤0.01%
6,016
95 96
97
98 99