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
1751
$1.41M ﹤0.01%
87,125
+13,166
1752
$1.41M ﹤0.01%
16,175
+1,453
1753
$1.41M ﹤0.01%
22,265
+490
1754
$1.41M ﹤0.01%
15,053
+147
1755
$1.41M ﹤0.01%
57,863
-49,637
1756
$1.41M ﹤0.01%
36,969
-23,506
1757
$1.4M ﹤0.01%
22,842
1758
$1.4M ﹤0.01%
33,034
+3,844
1759
$1.4M ﹤0.01%
53,000
1760
$1.4M ﹤0.01%
+53,879
1761
$1.4M ﹤0.01%
76,564
-31,671
1762
$1.4M ﹤0.01%
+72,626
1763
$1.4M ﹤0.01%
42,720
+432
1764
$1.4M ﹤0.01%
55,430
+4,472
1765
$1.4M ﹤0.01%
25,190
+7,219
1766
$1.4M ﹤0.01%
13,418
+3,909
1767
$1.4M ﹤0.01%
101,649
-3,980
1768
$1.4M ﹤0.01%
27,550
+1,607
1769
$1.39M ﹤0.01%
31,436
+1,076
1770
$1.39M ﹤0.01%
17,545
-16,714
1771
$1.39M ﹤0.01%
149,790
-6,957
1772
$1.39M ﹤0.01%
91,293
-1,878
1773
$1.38M ﹤0.01%
56,857
-45,679
1774
$1.38M ﹤0.01%
120,490
-68,263
1775
$1.38M ﹤0.01%
27,850
-2,053
69 70
71
72 73