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
$60.7B
AUM Growth
+$4.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,366
New
Increased
Reduced
Closed

Top Buys

1
+$299M
2
+$215M
3
+$118M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$85.7M
5
LMT icon
Lockheed Martin
LMT
+$78.1M

Top Sells

1
+$258M
2
+$191M
3
+$98.4M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$90.6M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$82.4M

Sector Composition

1 Technology 16.25%
2 Healthcare 10.92%
3 Financials 9.84%
4 Industrials 8.98%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$491K ﹤0.01%
+5,615
2502
$490K ﹤0.01%
45,465
2503
$490K ﹤0.01%
3,788
2504
$490K ﹤0.01%
+3,325
2505
$489K ﹤0.01%
10,892
+1,425
2506
$487K ﹤0.01%
+16,345
2507
$487K ﹤0.01%
+15,452
2508
$487K ﹤0.01%
+15,253
2509
$486K ﹤0.01%
30,168
+3,684
2510
$486K ﹤0.01%
50,901
-3,811
2511
$485K ﹤0.01%
+19,041
2512
$484K ﹤0.01%
10,956
+395
2513
$484K ﹤0.01%
22,953
+1,067
2514
$484K ﹤0.01%
18,535
-50,654
2515
$484K ﹤0.01%
+8,992
2516
$483K ﹤0.01%
1,983
-455
2517
$483K ﹤0.01%
8,996
+754
2518
$483K ﹤0.01%
4,572
-4,008
2519
$482K ﹤0.01%
+9,490
2520
$481K ﹤0.01%
13,436
+1,711
2521
$479K ﹤0.01%
8,791
+2,097
2522
$479K ﹤0.01%
12,250
-7,977
2523
$478K ﹤0.01%
13,199
-3,152
2524
$478K ﹤0.01%
5,040
+930
2525
$478K ﹤0.01%
11,577
-24,902
99 100
101
102 103