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
1926
$1.11M ﹤0.01%
69,240
-4,362
1927
$1.11M ﹤0.01%
47,393
+5,209
1928
$1.11M ﹤0.01%
58,057
+37,291
1929
$1.11M ﹤0.01%
50,700
-6,218
1930
$1.11M ﹤0.01%
53,502
+2,640
1931
$1.11M ﹤0.01%
27,233
-293
1932
$1.1M ﹤0.01%
14,008
+1,493
1933
$1.1M ﹤0.01%
30,158
-386
1934
$1.1M ﹤0.01%
15,161
+784
1935
$1.09M ﹤0.01%
17,203
-970
1936
$1.09M ﹤0.01%
48,985
1937
$1.09M ﹤0.01%
+23,199
1938
$1.09M ﹤0.01%
+38,750
1939
$1.09M ﹤0.01%
69,653
+1,180
1940
$1.08M ﹤0.01%
40,576
-6,205
1941
$1.08M ﹤0.01%
15,763
+12,269
1942
$1.08M ﹤0.01%
21,917
+11,909
1943
$1.07M ﹤0.01%
40,802
+8,822
1944
$1.07M ﹤0.01%
22,166
+2,225
1945
$1.07M ﹤0.01%
8,065
-1,982
1946
$1.06M ﹤0.01%
71,393
-8,516
1947
$1.06M ﹤0.01%
113,257
-1,985
1948
$1.06M ﹤0.01%
4,466
+1,288
1949
$1.06M ﹤0.01%
+18,828
1950
$1.06M ﹤0.01%
13,987
-2,583
76 77
78
79 80