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
401
$22.2M 0.04%
546,213
+298,937
402
$22.2M 0.04%
212,941
+6,973
403
$22.1M 0.04%
429,684
+84,746
404
$22.1M 0.04%
147,182
-6,380
405
$22.1M 0.04%
73,429
-4,581
406
$22.1M 0.04%
331,735
+4,818
407
$22.1M 0.04%
215,437
+118,689
408
$22M 0.04%
488,062
+6,843
409
$21.8M 0.04%
276,237
+45,087
410
$21.7M 0.04%
298,564
-28,116
411
$21.6M 0.04%
96,326
+7,570
412
$21.5M 0.04%
39,783
-1,735
413
$21.5M 0.04%
946,545
+158,535
414
$21.4M 0.04%
80,164
-5,967
415
$21.4M 0.04%
276,836
-39,729
416
$21.3M 0.04%
333,305
+23,529
417
$21.3M 0.04%
265,637
+111,618
418
$21.3M 0.04%
141,739
-2,040
419
$21.3M 0.04%
357,184
+9,295
420
$21.3M 0.04%
271,062
+26,765
421
$21.1M 0.03%
319,034
+47,852
422
$21.1M 0.03%
183,921
+6,241
423
$21.1M 0.03%
+831,231
424
$21.1M 0.03%
239,152
+26,742
425
$21M 0.03%
152,864
-13,722
15 16
17
18 19