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
1026
$4.47M 0.01%
82,593
+20,963
1027
$4.44M 0.01%
165,657
-83,819
1028
$4.42M 0.01%
229,379
+2,379
1029
$4.4M 0.01%
87,995
+41,020
1030
$4.39M 0.01%
43,972
+1,287
1031
$4.39M 0.01%
176,693
-245,419
1032
$4.38M 0.01%
30,746
+10,279
1033
$4.35M 0.01%
3,606
+1,046
1034
$4.35M 0.01%
93,117
+12,220
1035
$4.35M 0.01%
43,828
+8,524
1036
$4.33M 0.01%
31,723
-223
1037
$4.33M 0.01%
46,996
-1,364
1038
$4.33M 0.01%
42,629
+6,821
1039
$4.32M 0.01%
31,564
+4,498
1040
$4.32M 0.01%
114,133
-14,734
1041
$4.32M 0.01%
86,691
+5,621
1042
$4.3M 0.01%
143,873
+118,903
1043
$4.29M 0.01%
98,882
+25,619
1044
$4.29M 0.01%
56,201
+15
1045
$4.28M 0.01%
95,699
+16,701
1046
$4.28M 0.01%
319,024
+25,480
1047
$4.27M 0.01%
74,589
-8,519
1048
$4.26M 0.01%
31,700
-3,674
1049
$4.23M 0.01%
73,037
+4,613
1050
$4.22M 0.01%
54,035
+39,129
40 41
42
43 44