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
1576
$1.83M ﹤0.01%
31,611
-1,647
1577
$1.82M ﹤0.01%
37,730
+15,422
1578
$1.82M ﹤0.01%
164,170
+48,970
1579
$1.82M ﹤0.01%
20,249
+13,005
1580
$1.81M ﹤0.01%
75,433
+329
1581
$1.81M ﹤0.01%
87,500
+3,880
1582
$1.8M ﹤0.01%
38,776
+28,047
1583
$1.8M ﹤0.01%
+182,916
1584
$1.79M ﹤0.01%
55,407
+1,708
1585
$1.78M ﹤0.01%
35,517
-2,104
1586
$1.78M ﹤0.01%
4,838
-2,033
1587
$1.77M ﹤0.01%
32,254
+402
1588
$1.77M ﹤0.01%
+108,154
1589
$1.76M ﹤0.01%
45,873
+8,624
1590
$1.76M ﹤0.01%
45,627
+5,586
1591
$1.75M ﹤0.01%
58,765
-4,846
1592
$1.75M ﹤0.01%
74,623
-9
1593
$1.75M ﹤0.01%
24,245
-480
1594
$1.75M ﹤0.01%
27,306
+3,921
1595
$1.75M ﹤0.01%
43,741
-674
1596
$1.74M ﹤0.01%
168,861
+44,036
1597
$1.74M ﹤0.01%
322,965
+104,308
1598
$1.74M ﹤0.01%
32,579
+1,416
1599
$1.74M ﹤0.01%
16,501
-1,618
1600
$1.74M ﹤0.01%
70,813
-2,817
62 63
64
65 66