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
551
$13.8M 0.02%
282,660
+20,566
552
$13.8M 0.02%
637,564
+156,414
553
$13.7M 0.02%
277,899
+28,385
554
$13.6M 0.02%
269,877
+1,780
555
$13.6M 0.02%
96,432
+15,855
556
$13.6M 0.02%
234,166
-74,807
557
$13.6M 0.02%
395,371
+22,172
558
$13.6M 0.02%
205,022
+75,232
559
$13.6M 0.02%
124,321
-7,354
560
$13.6M 0.02%
686,082
+152,340
561
$13.6M 0.02%
152,236
+20,843
562
$13.5M 0.02%
424,177
+79,071
563
$13.5M 0.02%
359,637
+50,684
564
$13.5M 0.02%
899,478
+31,851
565
$13.4M 0.02%
850,382
-39,961
566
$13.3M 0.02%
1,408,351
-37,233
567
$13.3M 0.02%
42,681
+3,463
568
$13.3M 0.02%
422,421
-21,736
569
$13.3M 0.02%
248,952
-21,752
570
$13.2M 0.02%
892,284
+98,573
571
$13.2M 0.02%
99,795
+4,925
572
$13.1M 0.02%
27,784
-1,833
573
$13.1M 0.02%
53,264
+1
574
$13.1M 0.02%
72,377
+8,864
575
$13.1M 0.02%
26,943
+949
21 22
23
24 25