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
376
$23.7M 0.04%
38,478
-6,310
377
$23.7M 0.04%
385,343
+30,660
378
$23.7M 0.04%
71,745
+26,285
379
$23.6M 0.04%
109,897
+19,099
380
$23.6M 0.04%
607,916
+18,514
381
$23.6M 0.04%
298,841
-24,059
382
$23.5M 0.04%
70,105
+713
383
$23.5M 0.04%
1,469,844
+48,900
384
$23.4M 0.04%
232,475
-899,426
385
$23.4M 0.04%
122,545
+75,861
386
$23.4M 0.04%
49,089
+11,056
387
$23.4M 0.04%
356,984
+52,258
388
$23.4M 0.04%
155,404
-16,282
389
$23.3M 0.04%
696,004
+36,038
390
$23.2M 0.04%
704,635
-945
391
$23M 0.04%
406,799
+769
392
$22.9M 0.04%
873,676
+146,915
393
$22.5M 0.04%
79,917
+11,542
394
$22.5M 0.04%
155,908
+11,118
395
$22.5M 0.04%
131,655
+1,856
396
$22.5M 0.04%
208,059
+7,061
397
$22.3M 0.04%
687,519
-298,869
398
$22.3M 0.04%
143,153
+34,365
399
$22.3M 0.04%
138,745
-13,579
400
$22.3M 0.04%
68,781
-63,674
14 15
16
17 18