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
2926
$237K ﹤0.01%
+10,841
2927
$236K ﹤0.01%
5,297
-288
2928
$236K ﹤0.01%
+4,189
2929
$235K ﹤0.01%
+2,442
2930
$235K ﹤0.01%
14,248
2931
$235K ﹤0.01%
+5,376
2932
$235K ﹤0.01%
+16,480
2933
$234K ﹤0.01%
+2,942
2934
$234K ﹤0.01%
+7,300
2935
$233K ﹤0.01%
14,981
+4,152
2936
$233K ﹤0.01%
9,557
-257
2937
$231K ﹤0.01%
53,142
-67,682
2938
$231K ﹤0.01%
10,005
-14,152
2939
$230K ﹤0.01%
51,490
2940
$230K ﹤0.01%
+1,755
2941
$230K ﹤0.01%
45,319
+5,744
2942
$229K ﹤0.01%
4,435
+303
2943
$228K ﹤0.01%
+6,068
2944
$228K ﹤0.01%
22,074
-77,926
2945
$227K ﹤0.01%
22,230
+1,100
2946
$227K ﹤0.01%
+16,926
2947
$227K ﹤0.01%
1,778
-54,261
2948
$227K ﹤0.01%
+150
2949
$226K ﹤0.01%
+3,169
2950
$225K ﹤0.01%
+11,494
116 117
118
119 120