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
1801
$1.34M ﹤0.01%
7,509
-8,441
1802
$1.34M ﹤0.01%
17,689
+423
1803
$1.33M ﹤0.01%
49,471
+10,533
1804
$1.33M ﹤0.01%
+54,423
1805
$1.33M ﹤0.01%
170,757
-37,390
1806
$1.33M ﹤0.01%
49,127
+8,027
1807
$1.33M ﹤0.01%
2,075
+976
1808
$1.33M ﹤0.01%
97,919
-85,737
1809
$1.33M ﹤0.01%
58,962
+2,463
1810
$1.33M ﹤0.01%
105,214
+52,365
1811
$1.33M ﹤0.01%
54,207
-6,410
1812
$1.33M ﹤0.01%
303,981
+58,080
1813
$1.32M ﹤0.01%
+197,783
1814
$1.32M ﹤0.01%
15,244
+4,439
1815
$1.32M ﹤0.01%
61,000
1816
$1.32M ﹤0.01%
14,761
-1,561
1817
$1.32M ﹤0.01%
18,727
-47
1818
$1.31M ﹤0.01%
14,170
-963
1819
$1.31M ﹤0.01%
42,641
+16,281
1820
$1.31M ﹤0.01%
26,109
+191
1821
$1.31M ﹤0.01%
39,275
-47,775
1822
$1.3M ﹤0.01%
24,484
-32,028
1823
$1.3M ﹤0.01%
42,731
+5,966
1824
$1.3M ﹤0.01%
45,150
+30,894
1825
$1.3M ﹤0.01%
43,604
+720
71 72
73
74 75