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
1901
$1.15M ﹤0.01%
+169,029
1902
$1.15M ﹤0.01%
115,489
+59,447
1903
$1.15M ﹤0.01%
31,232
+13,816
1904
$1.15M ﹤0.01%
6,406
+190
1905
$1.15M ﹤0.01%
48,217
1906
$1.15M ﹤0.01%
60,395
-115
1907
$1.14M ﹤0.01%
34,000
1908
$1.14M ﹤0.01%
37,795
+3,097
1909
$1.14M ﹤0.01%
+40,257
1910
$1.13M ﹤0.01%
42,414
-4,448
1911
$1.13M ﹤0.01%
69,014
+36,561
1912
$1.13M ﹤0.01%
46,621
-56,462
1913
$1.13M ﹤0.01%
68,191
+4,145
1914
$1.13M ﹤0.01%
60,646
+3,462
1915
$1.13M ﹤0.01%
18,482
-854
1916
$1.12M ﹤0.01%
72,572
+1,250
1917
$1.12M ﹤0.01%
22,315
-2,174
1918
$1.12M ﹤0.01%
35,041
+7,946
1919
$1.12M ﹤0.01%
104,376
1920
$1.12M ﹤0.01%
16,939
+5,841
1921
$1.12M ﹤0.01%
78,635
+2,739
1922
$1.12M ﹤0.01%
116,035
-4,617
1923
$1.11M ﹤0.01%
8,295
+467
1924
$1.11M ﹤0.01%
23,988
-1,406
1925
$1.11M ﹤0.01%
78,938
+20,576
75 76
77
78 79