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
2051
$912K ﹤0.01%
9,104
-1,233
2052
$911K ﹤0.01%
27,166
+746
2053
$910K ﹤0.01%
89,377
+8,208
2054
$906K ﹤0.01%
20,417
+17,012
2055
$906K ﹤0.01%
28,454
+7,433
2056
$906K ﹤0.01%
29,580
+8,525
2057
$905K ﹤0.01%
17,654
-682
2058
$903K ﹤0.01%
36,952
-2,164
2059
$903K ﹤0.01%
8,432
+155
2060
$900K ﹤0.01%
26,989
+1,588
2061
$900K ﹤0.01%
122,064
+2,500
2062
$899K ﹤0.01%
10,283
-64
2063
$899K ﹤0.01%
+18,043
2064
$897K ﹤0.01%
+28,515
2065
$896K ﹤0.01%
70,535
-956
2066
$895K ﹤0.01%
84,235
-9,709
2067
$893K ﹤0.01%
8,649
-2,753
2068
$889K ﹤0.01%
11,076
+253
2069
$888K ﹤0.01%
30,420
2070
$888K ﹤0.01%
24,514
+7,976
2071
$886K ﹤0.01%
9,858
-3,588
2072
$882K ﹤0.01%
59,148
+11,513
2073
$878K ﹤0.01%
35,100
+6,649
2074
$876K ﹤0.01%
+186,468
2075
$875K ﹤0.01%
6,169
+2,013
81 82
83
84 85