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
2651
$382K ﹤0.01%
41,159
-484
2652
$382K ﹤0.01%
14,590
+1,883
2653
$381K ﹤0.01%
15,703
+116
2654
$380K ﹤0.01%
+18,588
2655
$379K ﹤0.01%
38,364
-41
2656
$378K ﹤0.01%
108,435
-77,076
2657
$377K ﹤0.01%
+2,784
2658
$376K ﹤0.01%
12,849
+2,055
2659
$376K ﹤0.01%
9,994
-50,523
2660
$376K ﹤0.01%
4,095
-139
2661
$372K ﹤0.01%
13,508
+68
2662
$371K ﹤0.01%
10,861
-866
2663
$371K ﹤0.01%
3,656
+129
2664
$370K ﹤0.01%
+15,188
2665
$370K ﹤0.01%
+27,148
2666
$369K ﹤0.01%
2,675
-97
2667
$369K ﹤0.01%
6,933
+339
2668
$369K ﹤0.01%
7,842
+357
2669
$368K ﹤0.01%
+12,762
2670
$368K ﹤0.01%
6,412
+2,845
2671
$368K ﹤0.01%
19,990
+3,766
2672
$367K ﹤0.01%
21,992
-2,144
2673
$366K ﹤0.01%
26,209
+2,000
2674
$366K ﹤0.01%
5,226
-1
2675
$365K ﹤0.01%
+18,140
105 106
107
108 109