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
826
$6.67M 0.01%
252,925
+154,035
827
$6.63M 0.01%
231,919
+121,635
828
$6.61M 0.01%
66,993
+171
829
$6.61M 0.01%
261,295
+24,070
830
$6.61M 0.01%
38,508
+4,266
831
$6.56M 0.01%
273,825
-6,280
832
$6.53M 0.01%
110,826
-884
833
$6.53M 0.01%
58,419
-1,700
834
$6.51M 0.01%
58,898
+14,058
835
$6.51M 0.01%
101,808
+4,197
836
$6.45M 0.01%
197,584
+11,081
837
$6.44M 0.01%
78,806
+23
838
$6.42M 0.01%
59,081
-3,029
839
$6.41M 0.01%
48,362
-971
840
$6.41M 0.01%
65,264
+18,767
841
$6.41M 0.01%
331,788
-9,699
842
$6.4M 0.01%
33,255
+2,447
843
$6.38M 0.01%
104,293
+6,061
844
$6.38M 0.01%
74,473
-753
845
$6.36M 0.01%
112,323
+95,637
846
$6.34M 0.01%
48,707
+1,835
847
$6.33M 0.01%
117,348
+1,429
848
$6.33M 0.01%
95,140
-2,935
849
$6.28M 0.01%
60,575
+12,057
850
$6.24M 0.01%
510,422
+29,899
32 33
34
35 36