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
1626
$1.69M ﹤0.01%
84,332
+814
1627
$1.69M ﹤0.01%
5,653
-548
1628
$1.68M ﹤0.01%
52,420
+31,600
1629
$1.68M ﹤0.01%
66,697
+33,456
1630
$1.68M ﹤0.01%
86,182
+6,315
1631
$1.67M ﹤0.01%
26,929
+1,341
1632
$1.67M ﹤0.01%
18,412
-8,028
1633
$1.67M ﹤0.01%
213,755
+22,253
1634
$1.67M ﹤0.01%
26,605
-1,645
1635
$1.66M ﹤0.01%
85,528
+3,117
1636
$1.66M ﹤0.01%
15,225
+794
1637
$1.66M ﹤0.01%
123,352
+280
1638
$1.66M ﹤0.01%
22,258
-6,799
1639
$1.66M ﹤0.01%
52,701
+12,077
1640
$1.66M ﹤0.01%
71,765
-18,099
1641
$1.65M ﹤0.01%
47,920
-30,201
1642
$1.65M ﹤0.01%
19,591
+2
1643
$1.65M ﹤0.01%
27,539
-3,317
1644
$1.64M ﹤0.01%
109,192
+7,796
1645
$1.64M ﹤0.01%
102,332
+87,573
1646
$1.63M ﹤0.01%
23,865
+558
1647
$1.63M ﹤0.01%
157,395
+28,966
1648
$1.63M ﹤0.01%
160,652
+118,075
1649
$1.62M ﹤0.01%
80,988
-164
1650
$1.62M ﹤0.01%
26,919
+137
64 65
66
67 68