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
2626
$394K ﹤0.01%
+40,027
2627
$393K ﹤0.01%
7,550
+1,237
2628
$393K ﹤0.01%
2,754
+39
2629
$392K ﹤0.01%
100,112
+61,401
2630
$391K ﹤0.01%
7,153
+568
2631
$391K ﹤0.01%
25,538
+4,452
2632
$390K ﹤0.01%
15,583
+5,825
2633
$389K ﹤0.01%
+33,898
2634
$388K ﹤0.01%
7,725
2635
$388K ﹤0.01%
26,782
-84,123
2636
$387K ﹤0.01%
108,804
-137,789
2637
$387K ﹤0.01%
28,032
+103
2638
$386K ﹤0.01%
5,232
+1,305
2639
$385K ﹤0.01%
26,685
-4
2640
$385K ﹤0.01%
9,061
-9,662
2641
$385K ﹤0.01%
7,515
-20
2642
$384K ﹤0.01%
+11,831
2643
$384K ﹤0.01%
5,295
-2,756
2644
$383K ﹤0.01%
16,097
-350
2645
$383K ﹤0.01%
4,841
2646
$383K ﹤0.01%
25,602
+3,503
2647
$383K ﹤0.01%
+15,081
2648
$383K ﹤0.01%
13,150
2649
$383K ﹤0.01%
+14,401
2650
$383K ﹤0.01%
3,440
+123
104 105
106
107 108