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
1526
$1.97M ﹤0.01%
54,681
+6,670
1527
$1.97M ﹤0.01%
88,962
+20,897
1528
$1.97M ﹤0.01%
21,673
+714
1529
$1.97M ﹤0.01%
13,746
-3,302
1530
$1.97M ﹤0.01%
75,000
1531
$1.97M ﹤0.01%
76,235
+13,229
1532
$1.97M ﹤0.01%
2,514
-33
1533
$1.96M ﹤0.01%
+56,752
1534
$1.96M ﹤0.01%
+142,848
1535
$1.96M ﹤0.01%
10,796
+3,458
1536
$1.96M ﹤0.01%
29,381
-8,538
1537
$1.95M ﹤0.01%
74,386
+24,206
1538
$1.95M ﹤0.01%
42,508
-59,064
1539
$1.95M ﹤0.01%
40,533
-6,459
1540
$1.95M ﹤0.01%
+52,780
1541
$1.95M ﹤0.01%
63,484
+26,335
1542
$1.95M ﹤0.01%
91,251
+28,329
1543
$1.94M ﹤0.01%
4,090
+1,530
1544
$1.94M ﹤0.01%
42,412
+13,068
1545
$1.94M ﹤0.01%
24,218
+970
1546
$1.94M ﹤0.01%
95,246
-37,830
1547
$1.94M ﹤0.01%
65,000
+10,000
1548
$1.93M ﹤0.01%
366,653
+100,190
1549
$1.93M ﹤0.01%
169,666
-19,016
1550
$1.93M ﹤0.01%
77,000
+8,000
60 61
62
63 64