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
2851
$269K ﹤0.01%
3,809
-4,019
2852
$269K ﹤0.01%
3,749
-182
2853
$269K ﹤0.01%
+4,381
2854
$268K ﹤0.01%
+19,789
2855
$267K ﹤0.01%
3,416
+195
2856
$266K ﹤0.01%
11,058
2857
$265K ﹤0.01%
+11,233
2858
$265K ﹤0.01%
24,850
+2,600
2859
$265K ﹤0.01%
+9,045
2860
$264K ﹤0.01%
+3,380
2861
$264K ﹤0.01%
+7,303
2862
$263K ﹤0.01%
18,578
-3,083
2863
$263K ﹤0.01%
28,307
+5,889
2864
$263K ﹤0.01%
3,519
-1,138
2865
$263K ﹤0.01%
1,233
+733
2866
$261K ﹤0.01%
+3,418
2867
$261K ﹤0.01%
4,242
-1,610
2868
$260K ﹤0.01%
2,211
-26,303
2869
$260K ﹤0.01%
18,875
-7,860
2870
$260K ﹤0.01%
16,801
-47,364
2871
$260K ﹤0.01%
19,727
-2,524
2872
$259K ﹤0.01%
15,421
-86
2873
$259K ﹤0.01%
+8,610
2874
$259K ﹤0.01%
+823
2875
$259K ﹤0.01%
2,224
+107
113 114
115
116 117