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
726
$8.42M 0.01%
184,128
+2,059
727
$8.41M 0.01%
120,675
+13,766
728
$8.4M 0.01%
66,105
+7,907
729
$8.39M 0.01%
496,768
+9,057
730
$8.39M 0.01%
46,653
-7,434
731
$8.38M 0.01%
149,591
+14,029
732
$8.35M 0.01%
442,688
+36,368
733
$8.34M 0.01%
50,506
+5,265
734
$8.31M 0.01%
95,583
-17,019
735
$8.3M 0.01%
33,509
+2,116
736
$8.28M 0.01%
155,775
-22,949
737
$8.27M 0.01%
34,938
+510
738
$8.27M 0.01%
68,984
-20,222
739
$8.26M 0.01%
180,991
+17,871
740
$8.22M 0.01%
109,905
+24,228
741
$8.21M 0.01%
803,981
+230,652
742
$8.21M 0.01%
304,958
+91,598
743
$8.16M 0.01%
81,485
+2,962
744
$8.13M 0.01%
147,684
+71,562
745
$8.1M 0.01%
351,985
-3,387
746
$8.1M 0.01%
405,441
+27,465
747
$8.09M 0.01%
83,769
-3,937
748
$8.08M 0.01%
82,332
+19,222
749
$8.05M 0.01%
30,397
+6,241
750
$8.01M 0.01%
128,513
-10,110
28 29
30
31 32