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
876
$5.8M 0.01%
80,563
+37,040
877
$5.78M 0.01%
51,026
+2,725
878
$5.78M 0.01%
+220,235
879
$5.74M 0.01%
236,262
+114,624
880
$5.74M 0.01%
24,203
-1,034
881
$5.73M 0.01%
38,672
+12,566
882
$5.72M 0.01%
40,290
-1,881
883
$5.72M 0.01%
82,617
+12,416
884
$5.71M 0.01%
16,178
-2,315
885
$5.71M 0.01%
94,984
+23,125
886
$5.69M 0.01%
103,773
+21,864
887
$5.69M 0.01%
31,169
-928
888
$5.66M 0.01%
102,109
+16,611
889
$5.65M 0.01%
119,563
+3,115
890
$5.65M 0.01%
274,861
-57,451
891
$5.64M 0.01%
52,715
+2,267
892
$5.62M 0.01%
226,590
+49,560
893
$5.6M 0.01%
39,911
-21,574
894
$5.58M 0.01%
262,369
+46,541
895
$5.58M 0.01%
178,926
+2,595
896
$5.58M 0.01%
280,052
+12,250
897
$5.58M 0.01%
90,093
+3,663
898
$5.58M 0.01%
45,814
+2,948
899
$5.58M 0.01%
33,893
+581
900
$5.57M 0.01%
65,675
-6,426
34 35
36
37 38