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
1376
$2.5M ﹤0.01%
72,784
+53,377
1377
$2.5M ﹤0.01%
429,488
-1,213
1378
$2.49M ﹤0.01%
117,233
+105,579
1379
$2.49M ﹤0.01%
132,596
1380
$2.48M ﹤0.01%
82,604
+11,386
1381
$2.48M ﹤0.01%
+193,390
1382
$2.48M ﹤0.01%
78,089
-12,153
1383
$2.47M ﹤0.01%
117,021
-189,847
1384
$2.47M ﹤0.01%
89,535
+8,223
1385
$2.47M ﹤0.01%
221,803
-2,111
1386
$2.47M ﹤0.01%
+54,878
1387
$2.46M ﹤0.01%
30,527
+8,302
1388
$2.46M ﹤0.01%
22,405
-399
1389
$2.46M ﹤0.01%
59,886
-7,472
1390
$2.46M ﹤0.01%
+175,744
1391
$2.46M ﹤0.01%
68,517
-85
1392
$2.46M ﹤0.01%
27,164
+1,639
1393
$2.46M ﹤0.01%
130,277
+22,339
1394
$2.46M ﹤0.01%
+69,289
1395
$2.45M ﹤0.01%
+164,116
1396
$2.44M ﹤0.01%
198,140
+119,914
1397
$2.44M ﹤0.01%
39,040
+2,324
1398
$2.44M ﹤0.01%
46,000
-7,315
1399
$2.44M ﹤0.01%
18,750
+1,430
1400
$2.43M ﹤0.01%
23,202
+438
54 55
56
57 58