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
2451
$529K ﹤0.01%
+25,000
2452
$527K ﹤0.01%
15,734
-746
2453
$527K ﹤0.01%
36,667
+5,630
2454
$526K ﹤0.01%
+5,156
2455
$525K ﹤0.01%
18,870
-259
2456
$524K ﹤0.01%
9,909
-4,240
2457
$523K ﹤0.01%
45,775
+23,275
2458
$523K ﹤0.01%
13,770
-2,034
2459
$521K ﹤0.01%
12,401
+4,989
2460
$521K ﹤0.01%
+649
2461
$520K ﹤0.01%
18,760
+8,810
2462
$519K ﹤0.01%
10,151
+1,749
2463
$518K ﹤0.01%
3,965
+934
2464
$518K ﹤0.01%
635
-45
2465
$517K ﹤0.01%
27,881
+16,352
2466
$517K ﹤0.01%
24,225
-8,750
2467
$515K ﹤0.01%
10,560
+69
2468
$515K ﹤0.01%
25,503
+666
2469
$513K ﹤0.01%
27,267
+4
2470
$512K ﹤0.01%
4,667
-228
2471
$512K ﹤0.01%
2,828
-1,331
2472
$512K ﹤0.01%
4,563
+11
2473
$509K ﹤0.01%
+10,316
2474
$508K ﹤0.01%
26,493
+11,065
2475
$508K ﹤0.01%
+7,921
97 98
99
100 101