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
1551
$1.93M ﹤0.01%
61,335
+12,267
1552
$1.93M ﹤0.01%
69,539
-23
1553
$1.92M ﹤0.01%
128,366
-9,920
1554
$1.92M ﹤0.01%
210,787
+14,841
1555
$1.92M ﹤0.01%
+29,579
1556
$1.91M ﹤0.01%
119,235
+4,629
1557
$1.91M ﹤0.01%
453,631
+364,409
1558
$1.9M ﹤0.01%
43,728
-952
1559
$1.9M ﹤0.01%
184,073
+4,712
1560
$1.9M ﹤0.01%
30,220
+14,148
1561
$1.89M ﹤0.01%
43,686
+11,849
1562
$1.88M ﹤0.01%
289,752
+15,906
1563
$1.88M ﹤0.01%
38,467
+1,517
1564
$1.87M ﹤0.01%
15,336
-4,401
1565
$1.87M ﹤0.01%
184,981
-30,435
1566
$1.86M ﹤0.01%
135,892
+12,001
1567
$1.86M ﹤0.01%
97,500
-30,584
1568
$1.86M ﹤0.01%
40,623
+3,270
1569
$1.86M ﹤0.01%
468,806
+175,708
1570
$1.85M ﹤0.01%
49,459
+9,652
1571
$1.85M ﹤0.01%
19,881
+449
1572
$1.84M ﹤0.01%
37,090
-5,935
1573
$1.84M ﹤0.01%
63,848
-8,607
1574
$1.83M ﹤0.01%
+47,242
1575
$1.83M ﹤0.01%
88,271
+9,493
61 62
63
64 65