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
1276
$2.9M ﹤0.01%
12,671
-1,357
1277
$2.89M ﹤0.01%
123,325
-70
1278
$2.89M ﹤0.01%
58,424
+19,222
1279
$2.89M ﹤0.01%
50,430
+4,772
1280
$2.89M ﹤0.01%
120,225
+15,046
1281
$2.88M ﹤0.01%
119,498
+37,316
1282
$2.87M ﹤0.01%
42,567
+714
1283
$2.87M ﹤0.01%
41,296
+9,895
1284
$2.87M ﹤0.01%
75,204
-510
1285
$2.86M ﹤0.01%
23,515
-11,702
1286
$2.86M ﹤0.01%
50,480
+30,641
1287
$2.86M ﹤0.01%
39,937
+4,693
1288
$2.86M ﹤0.01%
20,247
+4,207
1289
$2.85M ﹤0.01%
17,962
+6,156
1290
$2.85M ﹤0.01%
62,190
-694
1291
$2.84M ﹤0.01%
57,867
+4,032
1292
$2.84M ﹤0.01%
75,018
-863,580
1293
$2.84M ﹤0.01%
61,347
+7,684
1294
$2.83M ﹤0.01%
+113,708
1295
$2.83M ﹤0.01%
79,228
+39,305
1296
$2.83M ﹤0.01%
192,949
-2,867
1297
$2.83M ﹤0.01%
74,440
+22,651
1298
$2.83M ﹤0.01%
76,617
-24,590
1299
$2.83M ﹤0.01%
110,555
+40,884
1300
$2.82M ﹤0.01%
63,694
+16,039
50 51
52
53 54