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
1826
$1.3M ﹤0.01%
17,522
+10,823
1827
$1.29M ﹤0.01%
5,616
+955
1828
$1.29M ﹤0.01%
27,758
+621
1829
$1.29M ﹤0.01%
+48,176
1830
$1.29M ﹤0.01%
20,084
-1,489
1831
$1.29M ﹤0.01%
15,306
+5,803
1832
$1.29M ﹤0.01%
30,086
-439
1833
$1.28M ﹤0.01%
53,576
-37,515
1834
$1.28M ﹤0.01%
10,181
-9,555
1835
$1.28M ﹤0.01%
252,256
+527
1836
$1.28M ﹤0.01%
46,539
-17,413
1837
$1.28M ﹤0.01%
45,523
-53,761
1838
$1.28M ﹤0.01%
47,992
-80,673
1839
$1.28M ﹤0.01%
224,818
+11,846
1840
$1.27M ﹤0.01%
15,218
+384
1841
$1.27M ﹤0.01%
+24,362
1842
$1.27M ﹤0.01%
6,644
-1,556
1843
$1.27M ﹤0.01%
2,161
-137
1844
$1.27M ﹤0.01%
15,203
-1,254
1845
$1.27M ﹤0.01%
25,664
+5,483
1846
$1.27M ﹤0.01%
12,260
+472
1847
$1.26M ﹤0.01%
4,701
+710
1848
$1.26M ﹤0.01%
25,510
-27,942
1849
$1.26M ﹤0.01%
54,510
+22,564
1850
$1.26M ﹤0.01%
20,163
-1,175
72 73
74
75 76