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
2701
$346K ﹤0.01%
4,463
-2,404
2702
$345K ﹤0.01%
35,814
+19,864
2703
$344K ﹤0.01%
20,115
-4,901
2704
$343K ﹤0.01%
4,086
+349
2705
$343K ﹤0.01%
7,441
+1,780
2706
$342K ﹤0.01%
+36,299
2707
$342K ﹤0.01%
8,018
+199
2708
$341K ﹤0.01%
12,769
+990
2709
$340K ﹤0.01%
6,072
-8
2710
$339K ﹤0.01%
11,265
-32,597
2711
$339K ﹤0.01%
19,480
2712
$339K ﹤0.01%
6,529
+2,172
2713
$339K ﹤0.01%
29,981
2714
$338K ﹤0.01%
12,096
-1,781
2715
$338K ﹤0.01%
12,684
-150
2716
$338K ﹤0.01%
22,794
-7,536
2717
$336K ﹤0.01%
12,746
+431
2718
$336K ﹤0.01%
598
+55
2719
$335K ﹤0.01%
15,135
2720
$334K ﹤0.01%
28,169
-3,972
2721
$334K ﹤0.01%
17,109
-254
2722
$333K ﹤0.01%
+28,596
2723
$332K ﹤0.01%
103,641
+2,562
2724
$331K ﹤0.01%
6,497
+1,040
2725
$331K ﹤0.01%
9,401
-146
107 108
109
110 111