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
1851
$1.26M ﹤0.01%
152,502
-5,198
1852
$1.25M ﹤0.01%
41,380
+1,510
1853
$1.25M ﹤0.01%
24,881
-464
1854
$1.25M ﹤0.01%
31,027
+8,142
1855
$1.25M ﹤0.01%
17,801
-9
1856
$1.25M ﹤0.01%
3,419
+460
1857
$1.24M ﹤0.01%
86,453
-2,789
1858
$1.24M ﹤0.01%
24,549
+3,737
1859
$1.24M ﹤0.01%
47,761
+348
1860
$1.23M ﹤0.01%
26,750
+10,724
1861
$1.23M ﹤0.01%
5,831
-1,107
1862
$1.23M ﹤0.01%
17,639
+4,347
1863
$1.22M ﹤0.01%
22,971
+3,276
1864
$1.22M ﹤0.01%
43,746
+8,751
1865
$1.22M ﹤0.01%
14,753
+722
1866
$1.22M ﹤0.01%
47,439
-112
1867
$1.22M ﹤0.01%
119,110
+19,288
1868
$1.22M ﹤0.01%
48,159
+40,239
1869
$1.22M ﹤0.01%
22,632
+847
1870
$1.22M ﹤0.01%
+7,930
1871
$1.21M ﹤0.01%
48,368
+25,050
1872
$1.21M ﹤0.01%
16,540
-55,760
1873
$1.21M ﹤0.01%
6,870
-335
1874
$1.21M ﹤0.01%
56,228
-80,966
1875
$1.21M ﹤0.01%
30,320
+6,368
73 74
75
76 77