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
2251
$705K ﹤0.01%
86,317
-18,577
2252
$703K ﹤0.01%
86,691
-10,108
2253
$703K ﹤0.01%
15,660
+5,065
2254
$702K ﹤0.01%
2,846
-316
2255
$702K ﹤0.01%
28,018
+1,500
2256
$700K ﹤0.01%
13,948
-2,830
2257
$700K ﹤0.01%
91,272
+2,515
2258
$700K ﹤0.01%
56,160
+414
2259
$698K ﹤0.01%
41,963
-1,887
2260
$697K ﹤0.01%
14,978
+1,558
2261
$694K ﹤0.01%
12,916
-1,279
2262
$691K ﹤0.01%
22,726
+6,911
2263
$691K ﹤0.01%
12,201
-114
2264
$691K ﹤0.01%
20,962
+7,622
2265
$691K ﹤0.01%
16,700
+1,620
2266
$690K ﹤0.01%
14,820
-649
2267
$690K ﹤0.01%
75,041
-9,049
2268
$689K ﹤0.01%
11,362
+1,383
2269
$689K ﹤0.01%
36,734
+4,334
2270
$688K ﹤0.01%
39,015
+228
2271
$688K ﹤0.01%
47,025
+15,316
2272
$688K ﹤0.01%
13,194
-10,744
2273
$686K ﹤0.01%
8,953
-96
2274
$686K ﹤0.01%
5,206
+70
2275
$686K ﹤0.01%
9,491
+4,597
89 90
91
92 93