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
1701
$1.5M ﹤0.01%
19,682
+1,073
1702
$1.5M ﹤0.01%
13,900
-849
1703
$1.5M ﹤0.01%
42,928
+16,136
1704
$1.5M ﹤0.01%
22,560
+177
1705
$1.49M ﹤0.01%
157,383
+6,736
1706
$1.49M ﹤0.01%
135,555
-67,722
1707
$1.49M ﹤0.01%
29,153
-1,928
1708
$1.49M ﹤0.01%
59,537
+6,835
1709
$1.49M ﹤0.01%
21,814
-3,778
1710
$1.48M ﹤0.01%
31,477
+13,661
1711
$1.48M ﹤0.01%
10,261
+1,444
1712
$1.48M ﹤0.01%
9,840
-1,103
1713
$1.48M ﹤0.01%
+72,750
1714
$1.48M ﹤0.01%
74,904
-14,591
1715
$1.48M ﹤0.01%
88,794
-137,388
1716
$1.47M ﹤0.01%
100,071
+78,944
1717
$1.47M ﹤0.01%
28,765
+18,845
1718
$1.47M ﹤0.01%
99,623
-4,754
1719
$1.46M ﹤0.01%
63,730
+42,112
1720
$1.46M ﹤0.01%
32,328
+7,310
1721
$1.46M ﹤0.01%
21,367
+3,900
1722
$1.46M ﹤0.01%
21,115
+2,834
1723
$1.46M ﹤0.01%
166,193
+46,768
1724
$1.46M ﹤0.01%
16,368
+842
1725
$1.46M ﹤0.01%
53,313
-2,898
67 68
69
70 71