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
1601
$1.73M ﹤0.01%
35,018
+4,814
1602
$1.72M ﹤0.01%
53,671
-74,979
1603
$1.72M ﹤0.01%
32,214
+4,787
1604
$1.72M ﹤0.01%
59,006
+6,477
1605
$1.71M ﹤0.01%
165,467
+47,528
1606
$1.71M ﹤0.01%
59,093
+8,677
1607
$1.71M ﹤0.01%
32,493
+7,976
1608
$1.71M ﹤0.01%
17,061
+1,699
1609
$1.71M ﹤0.01%
+125,517
1610
$1.7M ﹤0.01%
28,865
+977
1611
$1.7M ﹤0.01%
+39,573
1612
$1.7M ﹤0.01%
27,193
+2,231
1613
$1.7M ﹤0.01%
15,584
+12,531
1614
$1.7M ﹤0.01%
244,111
-13,382
1615
$1.7M ﹤0.01%
+11,356
1616
$1.7M ﹤0.01%
+34,198
1617
$1.7M ﹤0.01%
26,053
-10,786
1618
$1.7M ﹤0.01%
21,279
+699
1619
$1.7M ﹤0.01%
22,919
+4,483
1620
$1.7M ﹤0.01%
63,651
-41,354
1621
$1.7M ﹤0.01%
62,779
+26,155
1622
$1.69M ﹤0.01%
10,748
-457
1623
$1.69M ﹤0.01%
177,507
-18,224
1624
$1.69M ﹤0.01%
106,565
-11,640
1625
$1.69M ﹤0.01%
59,086
63 64
65
66 67