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
651
$10.1M 0.02%
8,889
+1,470
652
$10.1M 0.02%
+817,668
653
$10.1M 0.02%
246,151
+39,473
654
$10.1M 0.02%
148,841
+5,727
655
$10.1M 0.02%
431,783
+167,932
656
$10.1M 0.02%
92,387
-1,612
657
$10M 0.02%
246,263
-977
658
$9.98M 0.02%
94,441
+27,121
659
$9.88M 0.02%
369,265
+88,017
660
$9.87M 0.02%
55,876
+37,913
661
$9.86M 0.02%
174,576
+10,491
662
$9.85M 0.02%
54,870
+27,245
663
$9.81M 0.02%
214,329
+105,182
664
$9.72M 0.02%
92,419
-35,662
665
$9.71M 0.02%
141,461
+1,631
666
$9.7M 0.02%
211,749
-76,918
667
$9.7M 0.02%
492,935
-1,050,030
668
$9.68M 0.02%
67,152
-1,904
669
$9.65M 0.02%
533,039
+95,326
670
$9.62M 0.02%
103,093
-20,769
671
$9.61M 0.02%
109,928
-14,176
672
$9.6M 0.02%
189,042
+133,314
673
$9.56M 0.02%
47,418
+8,293
674
$9.56M 0.02%
199,335
+4,735
675
$9.55M 0.02%
84,079
-38,992
25 26
27
28 29