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
3126
$89K ﹤0.01%
7,345
+119
3127
$88K ﹤0.01%
+14,000
3128
$85K ﹤0.01%
1,620
+557
3129
$84K ﹤0.01%
16,660
-120
3130
$83K ﹤0.01%
1,000
3131
$81K ﹤0.01%
12,223
+1,800
3132
$81K ﹤0.01%
10,513
-13,952
3133
$81K ﹤0.01%
800
3134
$74K ﹤0.01%
+14,638
3135
$72K ﹤0.01%
+14,455
3136
$71K ﹤0.01%
16,510
+4,738
3137
$69K ﹤0.01%
+206
3138
$66K ﹤0.01%
28,100
+7,000
3139
$62K ﹤0.01%
10,893
-2,000
3140
$62K ﹤0.01%
+13,500
3141
$60K ﹤0.01%
12,500
+2,212
3142
$56K ﹤0.01%
+12,806
3143
$56K ﹤0.01%
+23
3144
$55K ﹤0.01%
+1,571
3145
$53K ﹤0.01%
13,271
+1,113
3146
$52K ﹤0.01%
+12,000
3147
$52K ﹤0.01%
+10,500
3148
$51K ﹤0.01%
47,674
-141,650
3149
$47K ﹤0.01%
+1,075
3150
$46K ﹤0.01%
1,250
+317
124 125
126
127 128