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
926
$5.28M 0.01%
54,847
-13,906
927
$5.28M 0.01%
101,159
-762
928
$5.27M 0.01%
27,547
-3,258
929
$5.26M 0.01%
211,116
+25,976
930
$5.26M 0.01%
55,052
+2,924
931
$5.24M 0.01%
76,003
+2,185
932
$5.24M 0.01%
272,369
-3,869
933
$5.23M 0.01%
182,725
+56,578
934
$5.22M 0.01%
366,213
-18,304
935
$5.22M 0.01%
87,809
+1,398
936
$5.22M 0.01%
66,831
-6,146
937
$5.21M 0.01%
218,863
+95,918
938
$5.21M 0.01%
57,006
-1,271
939
$5.2M 0.01%
53,786
+1,520
940
$5.18M 0.01%
55,185
+30,968
941
$5.17M 0.01%
159,571
-5,207
942
$5.17M 0.01%
41,663
+2,781
943
$5.17M 0.01%
91,750
-18,401
944
$5.17M 0.01%
398,009
+96,943
945
$5.15M 0.01%
56,106
-2,445
946
$5.15M 0.01%
190,334
-72,322
947
$5.15M 0.01%
236,441
+6,158
948
$5.13M 0.01%
23,531
+1,346
949
$5.13M 0.01%
27,449
+754
950
$5.13M 0.01%
69,148
+4,841
36 37
38
39 40