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
1876
$1.21M ﹤0.01%
58,910
+40,059
1877
$1.21M ﹤0.01%
15,647
+7,029
1878
$1.2M ﹤0.01%
18,410
+38
1879
$1.2M ﹤0.01%
17,269
+593
1880
$1.2M ﹤0.01%
86,388
+27,929
1881
$1.19M ﹤0.01%
+4,774
1882
$1.19M ﹤0.01%
41,805
-1,820
1883
$1.19M ﹤0.01%
19,526
+6,451
1884
$1.18M ﹤0.01%
27,716
-611
1885
$1.18M ﹤0.01%
62,574
-16,812
1886
$1.17M ﹤0.01%
48,572
-4,136
1887
$1.17M ﹤0.01%
4,466
-3,171
1888
$1.17M ﹤0.01%
12,725
+1,662
1889
$1.17M ﹤0.01%
64,179
-93,125
1890
$1.17M ﹤0.01%
13,233
+8,806
1891
$1.17M ﹤0.01%
25,356
+1,316
1892
$1.17M ﹤0.01%
37,631
-36,883
1893
$1.17M ﹤0.01%
8,601
-29
1894
$1.16M ﹤0.01%
44,768
-1,549
1895
$1.16M ﹤0.01%
8,301
-77
1896
$1.16M ﹤0.01%
163,793
-34,093
1897
$1.16M ﹤0.01%
25,844
+3,585
1898
$1.15M ﹤0.01%
4,712
-1,254
1899
$1.15M ﹤0.01%
15,035
+10,130
1900
$1.15M ﹤0.01%
41,160
-3,000
74 75
76
77 78