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
1426
$2.33M ﹤0.01%
46,234
+25,869
1427
$2.32M ﹤0.01%
124,677
-4,112
1428
$2.32M ﹤0.01%
9,907
+1,691
1429
$2.32M ﹤0.01%
13,100
+809
1430
$2.32M ﹤0.01%
93,508
+3,031
1431
$2.31M ﹤0.01%
16,475
+2,749
1432
$2.31M ﹤0.01%
143,000
+10,000
1433
$2.31M ﹤0.01%
75,201
+7,136
1434
$2.31M ﹤0.01%
8,115
-794
1435
$2.3M ﹤0.01%
96,257
+25,690
1436
$2.3M ﹤0.01%
127,513
-2,728
1437
$2.3M ﹤0.01%
12,682
+5,755
1438
$2.29M ﹤0.01%
28,537
+10,477
1439
$2.29M ﹤0.01%
51,919
-4,346
1440
$2.29M ﹤0.01%
92,742
+67,357
1441
$2.29M ﹤0.01%
90,476
+20,474
1442
$2.28M ﹤0.01%
11,744
+1,278
1443
$2.28M ﹤0.01%
39,709
-1,165
1444
$2.28M ﹤0.01%
40,208
+6,687
1445
$2.27M ﹤0.01%
127,363
+2,693
1446
$2.27M ﹤0.01%
242,169
-22,399
1447
$2.27M ﹤0.01%
31,390
-2,947
1448
$2.25M ﹤0.01%
49,013
-9,257
1449
$2.25M ﹤0.01%
7,533
-13,851
1450
$2.25M ﹤0.01%
42,079
+911
56 57
58
59 60