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
2126
$820K ﹤0.01%
19,680
+396
2127
$819K ﹤0.01%
40,598
+14,056
2128
$819K ﹤0.01%
50,269
-1,916
2129
$818K ﹤0.01%
39,081
-194
2130
$816K ﹤0.01%
19,497
-367
2131
$815K ﹤0.01%
9,239
-8,528
2132
$814K ﹤0.01%
69,306
+6,568
2133
$814K ﹤0.01%
6,104
+1,360
2134
$812K ﹤0.01%
30,085
+10,763
2135
$810K ﹤0.01%
20,065
-412
2136
$808K ﹤0.01%
16,329
+2,787
2137
$806K ﹤0.01%
12,578
-212
2138
$805K ﹤0.01%
+16,381
2139
$804K ﹤0.01%
65,886
2140
$804K ﹤0.01%
51,302
+2,928
2141
$804K ﹤0.01%
7,090
-115
2142
$803K ﹤0.01%
19,379
-13,759
2143
$802K ﹤0.01%
27,503
-3,379
2144
$801K ﹤0.01%
18,766
-6,355
2145
$800K ﹤0.01%
57,456
+1,910
2146
$800K ﹤0.01%
38,282
+8,961
2147
$799K ﹤0.01%
8,112
+360
2148
$799K ﹤0.01%
10,528
+249
2149
$798K ﹤0.01%
16,801
+368
2150
$796K ﹤0.01%
22,398
+3,345
84 85
86
87 88