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
2351
$609K ﹤0.01%
+12,966
2352
$608K ﹤0.01%
55,270
+23,659
2353
$608K ﹤0.01%
+13,463
2354
$607K ﹤0.01%
4,254
+115
2355
$607K ﹤0.01%
14,061
+2,713
2356
$606K ﹤0.01%
99,567
2357
$605K ﹤0.01%
7,795
+566
2358
$604K ﹤0.01%
51,888
+28,454
2359
$603K ﹤0.01%
12,612
-366
2360
$603K ﹤0.01%
13,754
+1,140
2361
$602K ﹤0.01%
8,666
-10
2362
$601K ﹤0.01%
+14,724
2363
$599K ﹤0.01%
18,493
+1,502
2364
$599K ﹤0.01%
6,732
+3,049
2365
$598K ﹤0.01%
11,090
+2,846
2366
$597K ﹤0.01%
2,360
-2,235
2367
$596K ﹤0.01%
83,116
+5,846
2368
$595K ﹤0.01%
17,452
+1,157
2369
$594K ﹤0.01%
26,016
+859
2370
$594K ﹤0.01%
4,500
-24,300
2371
$594K ﹤0.01%
+25,194
2372
$593K ﹤0.01%
5,805
-40,357
2373
$593K ﹤0.01%
7,851
+88
2374
$592K ﹤0.01%
37,391
-53,239
2375
$592K ﹤0.01%
10,494
+2,019
93 94
95
96 97