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
1226
$3.18M 0.01%
19,353
+6,401
1227
$3.18M 0.01%
19,601
+199
1228
$3.18M 0.01%
51,029
-16,089
1229
$3.17M 0.01%
143,144
+2,331
1230
$3.17M 0.01%
71,250
+5,378
1231
$3.14M 0.01%
78,168
+6,021
1232
$3.13M 0.01%
29,811
+3,922
1233
$3.12M 0.01%
210,487
+12,735
1234
$3.12M 0.01%
104,259
+12,143
1235
$3.11M 0.01%
157,308
+12,277
1236
$3.11M 0.01%
39,264
-1,814
1237
$3.1M 0.01%
49,817
+2,608
1238
$3.1M 0.01%
31,861
+896
1239
$3.09M 0.01%
153,980
+131,215
1240
$3.06M 0.01%
138,287
+28,138
1241
$3.05M 0.01%
42,263
+1,812
1242
$3.04M 0.01%
11,518
+2,607
1243
$3.02M 0.01%
21,327
+5,882
1244
$3.02M 0.01%
50,226
-4,854
1245
$3.02M 0.01%
118,945
+33,138
1246
$3.01M 0.01%
70,239
-72,404
1247
$3M ﹤0.01%
62,547
+7,182
1248
$3M ﹤0.01%
+516,342
1249
$2.99M ﹤0.01%
35,630
+7,745
1250
$2.98M ﹤0.01%
39,199
-7,438
48 49
50
51 52