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
976
$4.92M 0.01%
+21,207
977
$4.9M 0.01%
175,381
+42,963
978
$4.89M 0.01%
70,871
+1,293
979
$4.89M 0.01%
88,680
+38,156
980
$4.87M 0.01%
156,736
+4,366
981
$4.86M 0.01%
+136,125
982
$4.84M 0.01%
8,119
+4,861
983
$4.84M 0.01%
135,604
+28,522
984
$4.84M 0.01%
192,309
+26,758
985
$4.81M 0.01%
138,726
-28,549
986
$4.8M 0.01%
24,634
+3,040
987
$4.79M 0.01%
9,783
+4,309
988
$4.78M 0.01%
91,366
-2,433
989
$4.75M 0.01%
38,321
+16,439
990
$4.73M 0.01%
64,094
-8,856
991
$4.73M 0.01%
179,722
+52,884
992
$4.72M 0.01%
41,088
-2,363
993
$4.71M 0.01%
506,646
+65,731
994
$4.71M 0.01%
77,876
+21,335
995
$4.71M 0.01%
34,425
+241
996
$4.7M 0.01%
100,556
+2,391
997
$4.69M 0.01%
61,762
-26,079
998
$4.68M 0.01%
39,919
-252
999
$4.68M 0.01%
231,359
+31,852
1000
$4.68M 0.01%
+94,144
38 39
40
41 42