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
1476
$2.13M ﹤0.01%
7,639
-404
1477
$2.13M ﹤0.01%
31,238
+4,096
1478
$2.12M ﹤0.01%
29,269
1479
$2.12M ﹤0.01%
22,250
+8,492
1480
$2.12M ﹤0.01%
48,990
-128,680
1481
$2.12M ﹤0.01%
41,940
+4,610
1482
$2.11M ﹤0.01%
34,344
-3,072
1483
$2.11M ﹤0.01%
71,084
+12,888
1484
$2.11M ﹤0.01%
50,061
+39,690
1485
$2.1M ﹤0.01%
67,480
+2,756
1486
$2.1M ﹤0.01%
+142,007
1487
$2.1M ﹤0.01%
63,095
+204
1488
$2.09M ﹤0.01%
132,637
+18,914
1489
$2.09M ﹤0.01%
21,863
+14,444
1490
$2.09M ﹤0.01%
23,411
-3,270
1491
$2.08M ﹤0.01%
112,157
-3,980
1492
$2.08M ﹤0.01%
277,790
+8,044
1493
$2.08M ﹤0.01%
72,953
-12,878
1494
$2.07M ﹤0.01%
30,042
+10,069
1495
$2.06M ﹤0.01%
63,532
+1,100
1496
$2.06M ﹤0.01%
37,425
+24,613
1497
$2.06M ﹤0.01%
20,378
-3,830
1498
$2.06M ﹤0.01%
+83,170
1499
$2.05M ﹤0.01%
22,119
+7,285
1500
$2.05M ﹤0.01%
37,060
+11,787
58 59
60
61 62