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
2301
$660K ﹤0.01%
4,901
+273
2302
$659K ﹤0.01%
4,670
-84
2303
$657K ﹤0.01%
33,588
+1,996
2304
$657K ﹤0.01%
6,870
-430
2305
$656K ﹤0.01%
5,413
-3,295
2306
$655K ﹤0.01%
3,766
+374
2307
$655K ﹤0.01%
7,467
+1,442
2308
$653K ﹤0.01%
11,925
-487
2309
$653K ﹤0.01%
10,517
-3,873
2310
$653K ﹤0.01%
14,184
+929
2311
$653K ﹤0.01%
46,552
-1,489
2312
$652K ﹤0.01%
55,028
+12,572
2313
$652K ﹤0.01%
33,681
-40,695
2314
$649K ﹤0.01%
19,592
-4,320
2315
$648K ﹤0.01%
10,713
-5,084
2316
$646K ﹤0.01%
12,906
-30,564
2317
$645K ﹤0.01%
3,086
+146
2318
$645K ﹤0.01%
+76,101
2319
$644K ﹤0.01%
32,266
+8,831
2320
$644K ﹤0.01%
6,858
+1,441
2321
$643K ﹤0.01%
42,267
+2,677
2322
$641K ﹤0.01%
10,848
-1,202
2323
$636K ﹤0.01%
17,304
+3,114
2324
$635K ﹤0.01%
7,537
+1,238
2325
$635K ﹤0.01%
45,325
+768
91 92
93
94 95