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
2551
$451K ﹤0.01%
24,724
+945
2552
$449K ﹤0.01%
+10,402
2553
$448K ﹤0.01%
92,050
+80,817
2554
$448K ﹤0.01%
4,508
+366
2555
$447K ﹤0.01%
4,124
+390
2556
$445K ﹤0.01%
1,824
+128
2557
$444K ﹤0.01%
1,523
-1,389
2558
$443K ﹤0.01%
7,512
-588
2559
$443K ﹤0.01%
+20,708
2560
$443K ﹤0.01%
2,081
+928
2561
$442K ﹤0.01%
3,443
+1,593
2562
$442K ﹤0.01%
29,705
+3,894
2563
$441K ﹤0.01%
+7,079
2564
$441K ﹤0.01%
15,706
+5,805
2565
$440K ﹤0.01%
+28,677
2566
$437K ﹤0.01%
57,764
+29,877
2567
$437K ﹤0.01%
37,886
-6,676
2568
$436K ﹤0.01%
32,389
+9,240
2569
$436K ﹤0.01%
19,235
+5,330
2570
$436K ﹤0.01%
+35,067
2571
$435K ﹤0.01%
50,629
+20,890
2572
$431K ﹤0.01%
8,239
+135
2573
$429K ﹤0.01%
2,957
+106
2574
$429K ﹤0.01%
+7,167
2575
$429K ﹤0.01%
3,571
+1,455
101 102
103
104 105