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
1351
$2.61M ﹤0.01%
50,657
+16,752
1352
$2.6M ﹤0.01%
63,686
-14,609
1353
$2.6M ﹤0.01%
24,153
-860
1354
$2.6M ﹤0.01%
83,400
+15,527
1355
$2.6M ﹤0.01%
56,230
-51,845
1356
$2.59M ﹤0.01%
46,527
-747
1357
$2.58M ﹤0.01%
27,072
+12,768
1358
$2.58M ﹤0.01%
80,720
-2,278
1359
$2.58M ﹤0.01%
60,834
+16,706
1360
$2.58M ﹤0.01%
16,070
+3,648
1361
$2.56M ﹤0.01%
179,143
+6,766
1362
$2.56M ﹤0.01%
33,944
-5,787
1363
$2.56M ﹤0.01%
91,799
-2,722
1364
$2.56M ﹤0.01%
75,643
+35,722
1365
$2.55M ﹤0.01%
48,658
+22,827
1366
$2.55M ﹤0.01%
50,360
+24,974
1367
$2.55M ﹤0.01%
62,666
+11,170
1368
$2.53M ﹤0.01%
37,974
+5,080
1369
$2.53M ﹤0.01%
94,565
+4,244
1370
$2.53M ﹤0.01%
15,398
-1,625
1371
$2.53M ﹤0.01%
65,998
+17,198
1372
$2.52M ﹤0.01%
30,799
+3,930
1373
$2.51M ﹤0.01%
93,306
+450
1374
$2.51M ﹤0.01%
13,912
+3,271
1375
$2.5M ﹤0.01%
181,927
+36,577
53 54
55
56 57