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
1726
$1.46M ﹤0.01%
78,858
-37,754
1727
$1.45M ﹤0.01%
15,116
+682
1728
$1.45M ﹤0.01%
39,301
-4,373
1729
$1.45M ﹤0.01%
39,741
-65,721
1730
$1.45M ﹤0.01%
+69,700
1731
$1.45M ﹤0.01%
25,422
-1,230
1732
$1.45M ﹤0.01%
+100,000
1733
$1.44M ﹤0.01%
36,444
-159
1734
$1.44M ﹤0.01%
27,759
-52,728
1735
$1.44M ﹤0.01%
44,255
-7,982
1736
$1.44M ﹤0.01%
+162,322
1737
$1.44M ﹤0.01%
42,645
+14,005
1738
$1.44M ﹤0.01%
+49,354
1739
$1.44M ﹤0.01%
+59,058
1740
$1.43M ﹤0.01%
31,903
+3,749
1741
$1.43M ﹤0.01%
24,508
+9,303
1742
$1.43M ﹤0.01%
+39,090
1743
$1.43M ﹤0.01%
24,746
+11,373
1744
$1.43M ﹤0.01%
18,704
+1,399
1745
$1.43M ﹤0.01%
45,816
+4,142
1746
$1.42M ﹤0.01%
+18,830
1747
$1.42M ﹤0.01%
43,899
+8,339
1748
$1.42M ﹤0.01%
16,188
+5,424
1749
$1.42M ﹤0.01%
61,863
-3,542
1750
$1.42M ﹤0.01%
62,233
+25,757
68 69
70
71 72