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
1776
$1.38M ﹤0.01%
58,980
+13,539
1777
$1.38M ﹤0.01%
63,942
+23,846
1778
$1.38M ﹤0.01%
16,651
-17,305
1779
$1.38M ﹤0.01%
76,520
+16,590
1780
$1.38M ﹤0.01%
8,663
+839
1781
$1.38M ﹤0.01%
46,924
-21,011
1782
$1.38M ﹤0.01%
31,052
+8,607
1783
$1.38M ﹤0.01%
41,112
+7,977
1784
$1.38M ﹤0.01%
63,973
+582
1785
$1.37M ﹤0.01%
21,553
+1,030
1786
$1.37M ﹤0.01%
18,293
+10,501
1787
$1.37M ﹤0.01%
244,221
+1,540
1788
$1.37M ﹤0.01%
35,889
-1,656
1789
$1.36M ﹤0.01%
40,203
+9,470
1790
$1.36M ﹤0.01%
88,275
-5,171
1791
$1.36M ﹤0.01%
24,530
-3,969
1792
$1.36M ﹤0.01%
32,706
+14,694
1793
$1.36M ﹤0.01%
22,526
-2,739
1794
$1.35M ﹤0.01%
158,556
-9,774
1795
$1.35M ﹤0.01%
29,323
+3,309
1796
$1.35M ﹤0.01%
62,639
+7,161
1797
$1.34M ﹤0.01%
+59,162
1798
$1.34M ﹤0.01%
41,527
+2,492
1799
$1.34M ﹤0.01%
12,678
+78
1800
$1.34M ﹤0.01%
85,326
-19,308
70 71
72
73 74