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
901
$5.57M 0.01%
81,261
-36,046
902
$5.54M 0.01%
119,326
-38,075
903
$5.54M 0.01%
141,743
+7,855
904
$5.54M 0.01%
138,559
-8,594
905
$5.52M 0.01%
113,504
+3,857
906
$5.51M 0.01%
102,192
+97,035
907
$5.51M 0.01%
403,651
-130,039
908
$5.5M 0.01%
75,391
+15,900
909
$5.46M 0.01%
+100,605
910
$5.45M 0.01%
111,911
+15,812
911
$5.44M 0.01%
303,711
+18,922
912
$5.42M 0.01%
17,698
+1,094
913
$5.41M 0.01%
60,382
-11,662
914
$5.41M 0.01%
41,771
+17,636
915
$5.41M 0.01%
35,358
-90,933
916
$5.39M 0.01%
127,465
+42,907
917
$5.39M 0.01%
18,096
-2,135
918
$5.39M 0.01%
58,983
+29,684
919
$5.34M 0.01%
100,231
-7,341
920
$5.32M 0.01%
81,517
+4,334
921
$5.32M 0.01%
313,022
+76,408
922
$5.31M 0.01%
+305,113
923
$5.29M 0.01%
179,015
+14,148
924
$5.29M 0.01%
53,735
-15,386
925
$5.28M 0.01%
86,152
+3,632
35 36
37
38 39