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
626
$11M 0.02%
240,664
+97,856
627
$10.9M 0.02%
186,785
+13,115
628
$10.9M 0.02%
231,871
+78,593
629
$10.8M 0.02%
383,874
+205,198
630
$10.7M 0.02%
145,726
+55,624
631
$10.7M 0.02%
66,888
+13,047
632
$10.6M 0.02%
100,417
+2,888
633
$10.6M 0.02%
514,564
-84,416
634
$10.6M 0.02%
312,053
+83,584
635
$10.6M 0.02%
316,075
+62,866
636
$10.6M 0.02%
207,211
-1,295
637
$10.6M 0.02%
118,659
+53,245
638
$10.5M 0.02%
402,604
+40,524
639
$10.4M 0.02%
39,518
-2,952
640
$10.4M 0.02%
102,054
+36,763
641
$10.4M 0.02%
155,748
+4,943
642
$10.4M 0.02%
567,304
-11,815
643
$10.4M 0.02%
65,451
+27,313
644
$10.4M 0.02%
25,022
+522
645
$10.3M 0.02%
2,604,165
-4,951
646
$10.2M 0.02%
51,886
+4,803
647
$10.2M 0.02%
52,541
-253
648
$10.2M 0.02%
51,883
-4,026
649
$10.2M 0.02%
465,748
+177,447
650
$10.1M 0.02%
344,238
-31,292
24 25
26
27 28