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
1101
$3.91M 0.01%
75,164
-31,836
1102
$3.89M 0.01%
231,880
+30,136
1103
$3.88M 0.01%
63,131
-21
1104
$3.88M 0.01%
32,387
-1,707
1105
$3.87M 0.01%
302,738
+22,493
1106
$3.84M 0.01%
48,933
-3,185
1107
$3.83M 0.01%
60,701
+29,988
1108
$3.83M 0.01%
19,247
+493
1109
$3.81M 0.01%
172,379
+43,789
1110
$3.81M 0.01%
64,020
+18,463
1111
$3.81M 0.01%
69,348
+4,639
1112
$3.79M 0.01%
140,610
-11,140
1113
$3.78M 0.01%
28,645
+6,452
1114
$3.78M 0.01%
91,548
+64,759
1115
$3.77M 0.01%
68,983
+1,455
1116
$3.77M 0.01%
60,839
+5,500
1117
$3.77M 0.01%
279,691
+46,160
1118
$3.77M 0.01%
173,270
+29,597
1119
$3.76M 0.01%
44,253
+6,444
1120
$3.76M 0.01%
47,402
+1,695
1121
$3.75M 0.01%
60,594
-99,056
1122
$3.74M 0.01%
185,901
+69,303
1123
$3.73M 0.01%
46,456
-4,921
1124
$3.73M 0.01%
19,788
+580
1125
$3.73M 0.01%
83,231
-905
43 44
45
46 47