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
951
$5.12M 0.01%
208,095
-731
952
$5.11M 0.01%
88,437
+12,633
953
$5.11M 0.01%
152,110
+9,988
954
$5.08M 0.01%
208,998
+11,308
955
$5.08M 0.01%
+156,571
956
$5.08M 0.01%
77,422
+6,194
957
$5.07M 0.01%
192,685
+123,553
958
$5.07M 0.01%
159,379
+11,172
959
$5.06M 0.01%
84,447
+16,392
960
$5.05M 0.01%
96,944
+8,802
961
$5.04M 0.01%
39,475
+1,809
962
$5.02M 0.01%
78,814
+9,908
963
$5.01M 0.01%
43,944
+10,178
964
$5.01M 0.01%
75,367
-4,945
965
$5M 0.01%
58,357
+275
966
$4.99M 0.01%
92,399
-4,999
967
$4.98M 0.01%
377,999
-23,096
968
$4.98M 0.01%
+118,034
969
$4.97M 0.01%
35,539
+6,011
970
$4.97M 0.01%
141,068
+36,362
971
$4.95M 0.01%
205,119
-29,976
972
$4.94M 0.01%
101,021
-55,235
973
$4.94M 0.01%
35,172
+23,549
974
$4.92M 0.01%
87,843
+27,699
975
$4.92M 0.01%
87,554
+7,219
37 38
39
40 41