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
2176
$770K ﹤0.01%
7,645
+404
2177
$770K ﹤0.01%
11,549
+4,011
2178
$765K ﹤0.01%
11,752
+16
2179
$765K ﹤0.01%
52,158
-14,261
2180
$762K ﹤0.01%
33,096
+12,594
2181
$761K ﹤0.01%
9,896
+4,640
2182
$760K ﹤0.01%
54,370
+10,808
2183
$760K ﹤0.01%
19,073
+1,323
2184
$760K ﹤0.01%
54,156
-968
2185
$757K ﹤0.01%
64,111
-14,901
2186
$755K ﹤0.01%
+25,991
2187
$754K ﹤0.01%
28,185
+386
2188
$754K ﹤0.01%
41,983
+30,433
2189
$753K ﹤0.01%
29,269
-42,656
2190
$753K ﹤0.01%
35,429
-7,588
2191
$752K ﹤0.01%
+1,805
2192
$751K ﹤0.01%
19,571
+28
2193
$748K ﹤0.01%
8,074
+820
2194
$747K ﹤0.01%
39,124
-2,529
2195
$747K ﹤0.01%
14,281
-6,993
2196
$746K ﹤0.01%
122,254
+33,876
2197
$744K ﹤0.01%
26,519
+1,278
2198
$743K ﹤0.01%
46,037
-993
2199
$740K ﹤0.01%
49,002
-2,673
2200
$740K ﹤0.01%
12,966
+6,955
86 87
88
89 90