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
2151
$796K ﹤0.01%
102,023
+61,673
2152
$791K ﹤0.01%
16,935
+898
2153
$790K ﹤0.01%
+23,595
2154
$789K ﹤0.01%
41,227
-6,334
2155
$789K ﹤0.01%
14,916
+4,010
2156
$788K ﹤0.01%
47,679
+16,526
2157
$787K ﹤0.01%
+29,808
2158
$786K ﹤0.01%
66,191
-25,010
2159
$784K ﹤0.01%
13,579
-4,416
2160
$784K ﹤0.01%
20,349
+740
2161
$783K ﹤0.01%
13,566
-636
2162
$782K ﹤0.01%
8,287
+1,159
2163
$782K ﹤0.01%
8,822
-555
2164
$780K ﹤0.01%
14,136
+2,478
2165
$780K ﹤0.01%
227
-245
2166
$779K ﹤0.01%
28,555
+10,936
2167
$779K ﹤0.01%
11,616
-282
2168
$777K ﹤0.01%
89,127
+13,315
2169
$777K ﹤0.01%
7,369
-18
2170
$776K ﹤0.01%
19,403
-19,267
2171
$776K ﹤0.01%
22,771
+6,430
2172
$775K ﹤0.01%
15,945
+1,164
2173
$774K ﹤0.01%
36,648
+8,191
2174
$772K ﹤0.01%
41,094
+12,780
2175
$772K ﹤0.01%
9,521
+794
85 86
87
88 89