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
576
$13.1M 0.02%
182,547
-733
577
$13.1M 0.02%
188,857
-54,380
578
$13M 0.02%
284,978
+74,515
579
$12.8M 0.02%
114,110
-12,882
580
$12.8M 0.02%
215,444
-716
581
$12.7M 0.02%
101,727
+6,694
582
$12.7M 0.02%
84,521
+3,109
583
$12.7M 0.02%
76,466
-2,873
584
$12.6M 0.02%
229,548
-130,422
585
$12.6M 0.02%
73,568
+28,701
586
$12.6M 0.02%
197,350
-8,737
587
$12.6M 0.02%
67,029
+5,845
588
$12.5M 0.02%
679,212
-22,823
589
$12.5M 0.02%
255,678
-38,710
590
$12.5M 0.02%
23,583
-18,213
591
$12.5M 0.02%
87,803
+74,453
592
$12.4M 0.02%
239,382
+57,835
593
$12.3M 0.02%
272,944
-485,810
594
$12.3M 0.02%
162,792
-14,313
595
$12.3M 0.02%
+91,571
596
$12.3M 0.02%
118,770
+241
597
$12.2M 0.02%
93,938
+19,087
598
$12.2M 0.02%
166,564
+51,459
599
$12.1M 0.02%
55,815
+7,769
600
$12M 0.02%
37,454
+11,224
22 23
24
25 26