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
2426
$308K ﹤0.01%
8,214
+190
2427
$306K ﹤0.01%
11,629
-5,456
2428
$306K ﹤0.01%
5,433
-314
2429
$305K ﹤0.01%
50,629
-440
2430
$305K ﹤0.01%
3,623
-392
2431
$305K ﹤0.01%
21,800
2432
$305K ﹤0.01%
18,076
+6,261
2433
$303K ﹤0.01%
17,045
-2,419
2434
$302K ﹤0.01%
9,576
2435
$301K ﹤0.01%
13,798
-5,482
2436
$301K ﹤0.01%
3,786
+2
2437
$300K ﹤0.01%
5,956
+1,126
2438
$300K ﹤0.01%
19,476
+544
2439
$299K ﹤0.01%
19,128
+974
2440
$297K ﹤0.01%
+3,890
2441
$297K ﹤0.01%
6,875
-111
2442
$297K ﹤0.01%
21,332
-5,891
2443
$297K ﹤0.01%
7,840
+1,343
2444
$297K ﹤0.01%
4,157
-27,375
2445
$297K ﹤0.01%
8,933
-26,314
2446
$296K ﹤0.01%
15,832
+2,794
2447
$296K ﹤0.01%
17,726
-6,200
2448
$296K ﹤0.01%
17,839
-15,533
2449
$295K ﹤0.01%
17,451
+5,468
2450
$294K ﹤0.01%
9,970
+284
96 97
98
99 100