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
676
$9.49M 0.02%
92,067
+6,835
677
$9.49M 0.02%
88,633
+27,508
678
$9.49M 0.02%
62,572
+2,094
679
$9.44M 0.02%
78,704
+75,520
680
$9.44M 0.02%
76,889
-6,443
681
$9.41M 0.02%
85,433
-35,735
682
$9.41M 0.02%
254,179
-41,435
683
$9.37M 0.02%
106,379
+15,595
684
$9.35M 0.02%
83,332
+6,257
685
$9.35M 0.02%
99,606
-3,826
686
$9.22M 0.02%
315,415
-297,388
687
$9.21M 0.02%
195,163
+21,610
688
$9.17M 0.02%
200,487
-5,416
689
$9.15M 0.02%
241,527
+47,130
690
$9.15M 0.02%
360,156
+12,411
691
$9.14M 0.02%
62,587
-7,471
692
$9.13M 0.02%
61,782
+709
693
$9.12M 0.02%
79,652
+6,092
694
$9.11M 0.02%
111,620
+4,197
695
$9.05M 0.01%
324,218
+2,254
696
$9.02M 0.01%
+192,219
697
$9M 0.01%
115,996
+2,265
698
$8.99M 0.01%
98,977
-37,633
699
$8.98M 0.01%
173,069
+7,294
700
$8.94M 0.01%
367,035
+21,141
26 27
28
29 30