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
1651
$1.62M ﹤0.01%
385,395
-5,052
1652
$1.61M ﹤0.01%
34,529
-14,013
1653
$1.61M ﹤0.01%
15,448
-213
1654
$1.61M ﹤0.01%
32,824
+13,162
1655
$1.61M ﹤0.01%
7,435
+1,235
1656
$1.6M ﹤0.01%
16,227
+13,667
1657
$1.6M ﹤0.01%
92,934
+23,452
1658
$1.59M ﹤0.01%
24,364
-13,135
1659
$1.59M ﹤0.01%
49,140
+5,210
1660
$1.59M ﹤0.01%
9,657
+66
1661
$1.59M ﹤0.01%
37,180
+925
1662
$1.58M ﹤0.01%
39,731
+18,780
1663
$1.58M ﹤0.01%
428
+73
1664
$1.58M ﹤0.01%
18,102
-9,146
1665
$1.57M ﹤0.01%
153,988
+18,638
1666
$1.57M ﹤0.01%
30,236
+9,372
1667
$1.57M ﹤0.01%
38,191
-9,228
1668
$1.56M ﹤0.01%
23,883
+999
1669
$1.56M ﹤0.01%
30,501
-1,520
1670
$1.56M ﹤0.01%
40,847
+1,640
1671
$1.56M ﹤0.01%
66,394
+1,987
1672
$1.56M ﹤0.01%
+63,344
1673
$1.55M ﹤0.01%
+88,570
1674
$1.55M ﹤0.01%
12,340
-684
1675
$1.55M ﹤0.01%
15,120
+1,216
65 66
67
68 69