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
2326
$634K ﹤0.01%
49,918
+5,009
2327
$634K ﹤0.01%
9,354
+600
2328
$631K ﹤0.01%
12,366
-7,197
2329
$630K ﹤0.01%
113,716
+26,559
2330
$630K ﹤0.01%
+12,997
2331
$629K ﹤0.01%
12,521
+2,381
2332
$629K ﹤0.01%
15,932
-313
2333
$628K ﹤0.01%
17,315
-3,574
2334
$627K ﹤0.01%
+10,395
2335
$626K ﹤0.01%
+10,599
2336
$625K ﹤0.01%
70,029
-4,554
2337
$624K ﹤0.01%
90,000
2338
$623K ﹤0.01%
3,781
+262
2339
$623K ﹤0.01%
10,812
+78
2340
$622K ﹤0.01%
5,597
+703
2341
$619K ﹤0.01%
2,933
-962
2342
$618K ﹤0.01%
7,594
+113
2343
$615K ﹤0.01%
14,232
+482
2344
$613K ﹤0.01%
+1,592
2345
$613K ﹤0.01%
5,318
+314
2346
$612K ﹤0.01%
13,643
+2,726
2347
$612K ﹤0.01%
43,617
+11,067
2348
$610K ﹤0.01%
14,948
+1,643
2349
$610K ﹤0.01%
17,696
-171
2350
$609K ﹤0.01%
15,760
+500
92 93
94
95 96