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
1326
$2.73M ﹤0.01%
73,309
+1,007
1327
$2.72M ﹤0.01%
15,528
-580
1328
$2.72M ﹤0.01%
98,965
+11,467
1329
$2.7M ﹤0.01%
224,795
+42,783
1330
$2.7M ﹤0.01%
31,428
+5,697
1331
$2.7M ﹤0.01%
203,709
+22,878
1332
$2.69M ﹤0.01%
54,777
+48,808
1333
$2.68M ﹤0.01%
70,417
-2,592
1334
$2.68M ﹤0.01%
100,171
+1,636
1335
$2.68M ﹤0.01%
30,252
+1,410
1336
$2.68M ﹤0.01%
28,155
-4,716
1337
$2.68M ﹤0.01%
59,495
-7,144
1338
$2.67M ﹤0.01%
21,320
+3,384
1339
$2.66M ﹤0.01%
67,788
-27,734
1340
$2.65M ﹤0.01%
680,350
+655,350
1341
$2.65M ﹤0.01%
58,781
+1,600
1342
$2.64M ﹤0.01%
23,596
+16,825
1343
$2.64M ﹤0.01%
149,170
-4,449
1344
$2.64M ﹤0.01%
45,645
+37,630
1345
$2.63M ﹤0.01%
20,348
+1,366
1346
$2.63M ﹤0.01%
69,652
+14,223
1347
$2.62M ﹤0.01%
41,111
-6,622
1348
$2.62M ﹤0.01%
222,969
+199,099
1349
$2.61M ﹤0.01%
38,800
-649
1350
$2.61M ﹤0.01%
39,067
+6,168
52 53
54
55 56