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
1401
$2.43M ﹤0.01%
33,350
+212
1402
$2.42M ﹤0.01%
35,710
+19,540
1403
$2.42M ﹤0.01%
180,588
+2,284
1404
$2.42M ﹤0.01%
86,599
+52,170
1405
$2.42M ﹤0.01%
41,997
+27,170
1406
$2.41M ﹤0.01%
30,966
+5,116
1407
$2.41M ﹤0.01%
66,662
-7,729
1408
$2.41M ﹤0.01%
174,791
-15,131
1409
$2.41M ﹤0.01%
59,381
+9,334
1410
$2.41M ﹤0.01%
269,030
+9,056
1411
$2.41M ﹤0.01%
+69,562
1412
$2.41M ﹤0.01%
25,436
+1,769
1413
$2.4M ﹤0.01%
41,202
-520
1414
$2.39M ﹤0.01%
+89,884
1415
$2.38M ﹤0.01%
337,908
-38,781
1416
$2.38M ﹤0.01%
67,132
+4,871
1417
$2.38M ﹤0.01%
21,434
+82
1418
$2.38M ﹤0.01%
14,341
-13,159
1419
$2.37M ﹤0.01%
40,837
-6,436
1420
$2.37M ﹤0.01%
72,646
+9,201
1421
$2.37M ﹤0.01%
326,780
+46,671
1422
$2.36M ﹤0.01%
106,056
-31,489
1423
$2.34M ﹤0.01%
16,292
+809
1424
$2.33M ﹤0.01%
21,764
+2,448
1425
$2.33M ﹤0.01%
106,738
-1,433
55 56
57
58 59