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
2826
$286K ﹤0.01%
6,823
+313
2827
$285K ﹤0.01%
3,119
-206
2828
$285K ﹤0.01%
30,678
-3,444
2829
$285K ﹤0.01%
5,326
-4,192
2830
$285K ﹤0.01%
6,267
+859
2831
$284K ﹤0.01%
33,855
-351
2832
$283K ﹤0.01%
6,793
+266
2833
$283K ﹤0.01%
15,047
2834
$283K ﹤0.01%
+5,420
2835
$281K ﹤0.01%
9,370
+1,358
2836
$280K ﹤0.01%
6,155
-1,235
2837
$280K ﹤0.01%
8,455
-1,112
2838
$277K ﹤0.01%
21,571
+3,938
2839
$275K ﹤0.01%
18,045
2840
$275K ﹤0.01%
16,525
+534
2841
$275K ﹤0.01%
4,192
-2,304
2842
$272K ﹤0.01%
2,495
-2,672
2843
$272K ﹤0.01%
9,250
2844
$271K ﹤0.01%
+4,656
2845
$271K ﹤0.01%
+15,210
2846
$270K ﹤0.01%
2,736
+131
2847
$270K ﹤0.01%
26,228
+6,855
2848
$270K ﹤0.01%
+22,400
2849
$270K ﹤0.01%
15,336
2850
$269K ﹤0.01%
+4,151
112 113
114
115 116