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
2876
$258K ﹤0.01%
4,240
+409
2877
$258K ﹤0.01%
+11,011
2878
$256K ﹤0.01%
7,833
+702
2879
$255K ﹤0.01%
10,473
+640
2880
$255K ﹤0.01%
17,504
+1,055
2881
$255K ﹤0.01%
22,270
2882
$255K ﹤0.01%
5,580
-2,588
2883
$254K ﹤0.01%
17,045
2884
$254K ﹤0.01%
+2,916
2885
$254K ﹤0.01%
+484
2886
$253K ﹤0.01%
2,520
+1,451
2887
$252K ﹤0.01%
1,920
-3
2888
$252K ﹤0.01%
2,515
-2,788
2889
$251K ﹤0.01%
+12,396
2890
$251K ﹤0.01%
+7,772
2891
$251K ﹤0.01%
4,309
-608
2892
$251K ﹤0.01%
+10,117
2893
$250K ﹤0.01%
+16,289
2894
$250K ﹤0.01%
12,984
-472
2895
$250K ﹤0.01%
9,429
2896
$249K ﹤0.01%
3,223
+264
2897
$249K ﹤0.01%
12,289
+2,709
2898
$248K ﹤0.01%
9,202
+1,399
2899
$248K ﹤0.01%
+2,751
2900
$248K ﹤0.01%
8,260
-984
114 115
116
117 118