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
1251
$2.98M ﹤0.01%
215,009
+12,615
1252
$2.98M ﹤0.01%
32,298
+2,743
1253
$2.98M ﹤0.01%
41,368
+19,642
1254
$2.97M ﹤0.01%
36,556
+4,943
1255
$2.97M ﹤0.01%
435,766
+24,563
1256
$2.97M ﹤0.01%
569,208
+291,669
1257
$2.96M ﹤0.01%
92,474
+68,974
1258
$2.96M ﹤0.01%
45,177
+8,143
1259
$2.96M ﹤0.01%
1,616
+218
1260
$2.95M ﹤0.01%
130,514
+14,417
1261
$2.95M ﹤0.01%
203,958
+70,134
1262
$2.95M ﹤0.01%
136,186
-4,311
1263
$2.94M ﹤0.01%
77,639
-4,206
1264
$2.94M ﹤0.01%
18,640
+1,124
1265
$2.94M ﹤0.01%
93,883
+41,174
1266
$2.93M ﹤0.01%
70,339
+8,372
1267
$2.93M ﹤0.01%
188,860
-234,635
1268
$2.92M ﹤0.01%
219,250
+10,178
1269
$2.92M ﹤0.01%
57,862
-17,882
1270
$2.92M ﹤0.01%
107,455
+31,435
1271
$2.92M ﹤0.01%
43,515
+2,257
1272
$2.91M ﹤0.01%
24,656
+666
1273
$2.91M ﹤0.01%
113,205
+74,698
1274
$2.9M ﹤0.01%
7,642
-65
1275
$2.9M ﹤0.01%
69,037
+56,269
49 50
51
52 53