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
2276
$683K ﹤0.01%
+7,335
2277
$682K ﹤0.01%
52,523
+14,115
2278
$681K ﹤0.01%
+25,162
2279
$681K ﹤0.01%
20,131
+204
2280
$681K ﹤0.01%
89,317
+13,248
2281
$679K ﹤0.01%
3,301
-1,884
2282
$678K ﹤0.01%
9,090
-875
2283
$677K ﹤0.01%
12,019
-3,484
2284
$677K ﹤0.01%
102,096
-967
2285
$674K ﹤0.01%
+139
2286
$671K ﹤0.01%
10,668
-2,580
2287
$670K ﹤0.01%
22,575
+1,103
2288
$670K ﹤0.01%
22,607
+4,425
2289
$669K ﹤0.01%
69,863
-63,265
2290
$669K ﹤0.01%
22,088
-846
2291
$668K ﹤0.01%
9,010
-1,134
2292
$667K ﹤0.01%
30,546
+4,140
2293
$667K ﹤0.01%
4,474
+3,379
2294
$666K ﹤0.01%
20,145
-2,253
2295
$666K ﹤0.01%
+28,015
2296
$665K ﹤0.01%
26,956
-2,532
2297
$665K ﹤0.01%
18,746
+3,077
2298
$665K ﹤0.01%
+53,921
2299
$662K ﹤0.01%
8,287
+1,590
2300
$661K ﹤0.01%
55,012
+395
90 91
92
93 94