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
351
$25.8M 0.04%
486,199
+34,521
352
$25.6M 0.04%
516,097
-93,640
353
$25.4M 0.04%
312,093
-29,358
354
$25.4M 0.04%
549,175
+54,345
355
$25.4M 0.04%
387,697
-437,777
356
$25.3M 0.04%
60,282
-12,203
357
$25.1M 0.04%
1,798,488
+389,911
358
$25M 0.04%
705,755
+306,890
359
$24.9M 0.04%
218,549
-46,540
360
$24.9M 0.04%
914,854
+23,921
361
$24.9M 0.04%
588,654
-40,497
362
$24.8M 0.04%
486,420
+433,877
363
$24.7M 0.04%
122,018
-58,364
364
$24.6M 0.04%
117,578
-4,901
365
$24.5M 0.04%
79,398
+423
366
$24.5M 0.04%
455,431
-11,889
367
$24.3M 0.04%
544,827
+43,221
368
$24.3M 0.04%
82,241
+13,437
369
$24.3M 0.04%
502,479
+14,756
370
$24.2M 0.04%
793,754
-39,176
371
$24.1M 0.04%
889,252
+49,324
372
$24.1M 0.04%
939,289
+44,723
373
$24M 0.04%
377,762
-53,243
374
$24M 0.04%
115,816
-12,401
375
$23.8M 0.04%
125,490
+14,145
13 14
15
16 17