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
2376
$590K ﹤0.01%
88,481
-190
2377
$589K ﹤0.01%
14,688
+1,691
2378
$588K ﹤0.01%
+59,482
2379
$588K ﹤0.01%
9,610
-4,980
2380
$587K ﹤0.01%
8,920
+1,107
2381
$584K ﹤0.01%
+11,600
2382
$583K ﹤0.01%
+14,218
2383
$582K ﹤0.01%
14,409
+8,382
2384
$579K ﹤0.01%
43,221
-52
2385
$578K ﹤0.01%
6,234
+888
2386
$578K ﹤0.01%
15,266
-12,195
2387
$577K ﹤0.01%
6,262
+2,619
2388
$577K ﹤0.01%
12,616
-24,618
2389
$577K ﹤0.01%
26,000
2390
$576K ﹤0.01%
54,900
+37,400
2391
$575K ﹤0.01%
16,932
-1,560
2392
$573K ﹤0.01%
18,385
+1,423
2393
$571K ﹤0.01%
15,242
-5,536
2394
$570K ﹤0.01%
6,137
-283
2395
$569K ﹤0.01%
8,717
+484
2396
$569K ﹤0.01%
16,924
+8,768
2397
$568K ﹤0.01%
5,098
+512
2398
$568K ﹤0.01%
8,550
-1,030
2399
$567K ﹤0.01%
5,026
+306
2400
$566K ﹤0.01%
8,196
-3,729
94 95
96
97 98