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
1976
$1.02M ﹤0.01%
22,896
+16,051
1977
$1.02M ﹤0.01%
37,578
+3,115
1978
$1.02M ﹤0.01%
20,663
+1
1979
$1.01M ﹤0.01%
13,740
+671
1980
$1.01M ﹤0.01%
33,415
+275
1981
$1.01M ﹤0.01%
13,656
-622
1982
$1.01M ﹤0.01%
106,388
+28,320
1983
$1.01M ﹤0.01%
9,847
-684
1984
$1.01M ﹤0.01%
4,863
-2,755
1985
$1M ﹤0.01%
+30,443
1986
$1M ﹤0.01%
11,270
-2,893
1987
$1M ﹤0.01%
37,685
+18,401
1988
$998K ﹤0.01%
56,202
-33,818
1989
$996K ﹤0.01%
11,159
-536
1990
$995K ﹤0.01%
13,686
-15,711
1991
$993K ﹤0.01%
40,807
-9,782
1992
$993K ﹤0.01%
32,640
-2,219
1993
$992K ﹤0.01%
92,297
-43,247
1994
$991K ﹤0.01%
40,079
-1,485
1995
$990K ﹤0.01%
38,206
+14,950
1996
$988K ﹤0.01%
11,725
-1,251
1997
$985K ﹤0.01%
24,492
+18,428
1998
$984K ﹤0.01%
17,479
-3,998
1999
$979K ﹤0.01%
5,973
-1,159
2000
$978K ﹤0.01%
98,022
+14,362
78 79
80
81 82