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
476
$17M 0.03%
92,579
+1,791
477
$17M 0.03%
40,510
+7,982
478
$17M 0.03%
953,011
-10,612
479
$17M 0.03%
317,017
+13,474
480
$16.9M 0.03%
131,756
-2,024
481
$16.9M 0.03%
60,271
+7,125
482
$16.8M 0.03%
305,517
+244,798
483
$16.7M 0.03%
798,741
+536,998
484
$16.7M 0.03%
140,790
+4,914
485
$16.7M 0.03%
505,682
+43,738
486
$16.7M 0.03%
248,031
+7,322
487
$16.6M 0.03%
162,507
-21,310
488
$16.6M 0.03%
149,771
+52,715
489
$16.5M 0.03%
302,019
-5,214
490
$16.5M 0.03%
283,501
+178,480
491
$16.5M 0.03%
1,047,310
+72,724
492
$16.4M 0.03%
272,752
+33,607
493
$16.4M 0.03%
423,695
-2,234
494
$16.4M 0.03%
186,746
-1,097
495
$16.4M 0.03%
158,328
+11,856
496
$16.3M 0.03%
350,936
+55,553
497
$16.3M 0.03%
81,760
-1,292,087
498
$16.3M 0.03%
641,271
+198,992
499
$16.3M 0.03%
261,374
+3,892
500
$16.2M 0.03%
763,845
-4,685
18 19
20
21 22