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
1451
$2.24M ﹤0.01%
394,633
+736
1452
$2.24M ﹤0.01%
2,006
-93
1453
$2.23M ﹤0.01%
75,325
+174
1454
$2.22M ﹤0.01%
38,324
+14,506
1455
$2.22M ﹤0.01%
35,022
-1,960
1456
$2.22M ﹤0.01%
26,813
+3,223
1457
$2.21M ﹤0.01%
101,721
-1,079
1458
$2.21M ﹤0.01%
15,768
+3,089
1459
$2.21M ﹤0.01%
27,408
+314
1460
$2.2M ﹤0.01%
59,042
+25,423
1461
$2.2M ﹤0.01%
77,538
+1,225
1462
$2.19M ﹤0.01%
6,836
+4,259
1463
$2.18M ﹤0.01%
19,893
+5,205
1464
$2.18M ﹤0.01%
57,596
+31,013
1465
$2.17M ﹤0.01%
53,945
+10,329
1466
$2.17M ﹤0.01%
176,798
+28,344
1467
$2.16M ﹤0.01%
17,878
+1,172
1468
$2.15M ﹤0.01%
13,781
-1,398
1469
$2.15M ﹤0.01%
33,988
+28,087
1470
$2.15M ﹤0.01%
4,731
-4,952
1471
$2.14M ﹤0.01%
171,545
+5,953
1472
$2.14M ﹤0.01%
+25,570
1473
$2.14M ﹤0.01%
121,055
+59,955
1474
$2.14M ﹤0.01%
26,292
-3,321
1475
$2.13M ﹤0.01%
47,995
+3,903
57 58
59
60 61