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
2451
$293K ﹤0.01%
11,506
-660
2452
$292K ﹤0.01%
+1,975
2453
$291K ﹤0.01%
21,178
+6,332
2454
$290K ﹤0.01%
11,803
+693
2455
$289K ﹤0.01%
76,112
-89,428
2456
$289K ﹤0.01%
11,111
-751
2457
$288K ﹤0.01%
15,336
2458
$288K ﹤0.01%
6,838
+134
2459
$287K ﹤0.01%
14,085
+850
2460
$287K ﹤0.01%
1,408
-23
2461
$287K ﹤0.01%
3,938
-200
2462
$286K ﹤0.01%
3,001
+434
2463
$286K ﹤0.01%
16,068
-4,205
2464
$286K ﹤0.01%
14,446
-13,425
2465
$284K ﹤0.01%
23,300
2466
$284K ﹤0.01%
21,709
+1,045
2467
$284K ﹤0.01%
6,416
-708
2468
$284K ﹤0.01%
3,747
-117
2469
$283K ﹤0.01%
+8,139
2470
$282K ﹤0.01%
+8,300
2471
$282K ﹤0.01%
2,989
-38
2472
$281K ﹤0.01%
5,660
-2,928
2473
$281K ﹤0.01%
4,592
+484
2474
$280K ﹤0.01%
12,400
2475
$279K ﹤0.01%
18,641
-164
97 98
99
100 101