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
2076
$875K ﹤0.01%
40,715
-4,375
2077
$874K ﹤0.01%
61,381
-2,385
2078
$874K ﹤0.01%
37,726
+2,599
2079
$872K ﹤0.01%
+7,262
2080
$872K ﹤0.01%
10,488
+3,486
2081
$871K ﹤0.01%
3,513
-1,821
2082
$870K ﹤0.01%
42,004
+7,001
2083
$868K ﹤0.01%
+27,533
2084
$867K ﹤0.01%
24,405
+10,590
2085
$867K ﹤0.01%
59,067
+22,042
2086
$866K ﹤0.01%
18,425
-4,931
2087
$866K ﹤0.01%
40,726
+3,556
2088
$866K ﹤0.01%
50,854
-1,642
2089
$864K ﹤0.01%
27,302
-4,916
2090
$863K ﹤0.01%
+15,447
2091
$858K ﹤0.01%
+8,542
2092
$858K ﹤0.01%
7,769
-865
2093
$857K ﹤0.01%
33,015
-11,194
2094
$854K ﹤0.01%
11,825
-14,220
2095
$854K ﹤0.01%
39,111
+228
2096
$853K ﹤0.01%
6,616
-42
2097
$852K ﹤0.01%
92,890
+751
2098
$851K ﹤0.01%
245,887
+35,762
2099
$851K ﹤0.01%
90,394
+10,248
2100
$850K ﹤0.01%
22,817
-253
82 83
84
85 86