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
776
$7.52M 0.01%
152,832
+6,081
777
$7.49M 0.01%
62,825
+3,202
778
$7.48M 0.01%
127,690
+15,247
779
$7.47M 0.01%
+557,005
780
$7.46M 0.01%
62,901
+11,207
781
$7.46M 0.01%
14,973
-1,390
782
$7.45M 0.01%
97,622
+15,529
783
$7.44M 0.01%
279,238
+24,417
784
$7.43M 0.01%
18,726
+2,377
785
$7.41M 0.01%
42,850
+1,288
786
$7.4M 0.01%
181,278
-171,692
787
$7.38M 0.01%
98,644
+2,015
788
$7.38M 0.01%
48,220
-4,129
789
$7.37M 0.01%
143,788
+13,914
790
$7.32M 0.01%
626,945
-43,500
791
$7.26M 0.01%
128,701
+14,102
792
$7.25M 0.01%
91,459
+8,398
793
$7.24M 0.01%
185,590
+118,554
794
$7.23M 0.01%
5,149
+1,383
795
$7.2M 0.01%
97,274
+16,231
796
$7.19M 0.01%
137,836
+42,817
797
$7.19M 0.01%
290,535
-12,662
798
$7.17M 0.01%
+44,246
799
$7.16M 0.01%
65,820
-10,403
800
$7.14M 0.01%
72,830
-914
30 31
32
33 34