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
701
$8.87M 0.01%
393,040
+51,259
702
$8.84M 0.01%
+162,840
703
$8.82M 0.01%
271,481
-30,949
704
$8.82M 0.01%
47,607
+28,890
705
$8.8M 0.01%
553,311
+68,747
706
$8.77M 0.01%
72,046
+3,148
707
$8.76M 0.01%
188,011
-16,541
708
$8.73M 0.01%
116,691
+23,044
709
$8.7M 0.01%
177,684
-39,336
710
$8.69M 0.01%
250,008
-98,558
711
$8.66M 0.01%
102,293
+90,207
712
$8.62M 0.01%
103,371
-17,359
713
$8.61M 0.01%
136,034
-4,592
714
$8.61M 0.01%
41,448
+3,208
715
$8.6M 0.01%
68,372
+12,028
716
$8.54M 0.01%
96,307
+37,053
717
$8.52M 0.01%
121,916
+4,713
718
$8.51M 0.01%
86,063
+23,714
719
$8.5M 0.01%
247,100
+31,429
720
$8.5M 0.01%
372,663
+33,895
721
$8.48M 0.01%
89,030
-274
722
$8.47M 0.01%
77,752
-17,074
723
$8.45M 0.01%
361,947
+29,603
724
$8.44M 0.01%
148,900
+139,204
725
$8.42M 0.01%
525,327
+27,411
27 28
29
30 31