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
1126
$3.72M 0.01%
16,213
-6,392
1127
$3.72M 0.01%
86,214
+6,271
1128
$3.71M 0.01%
26,742
-26,455
1129
$3.71M 0.01%
5,919
-191
1130
$3.71M 0.01%
108,705
+30,029
1131
$3.71M 0.01%
140,873
+19,832
1132
$3.7M 0.01%
37,275
+816
1133
$3.68M 0.01%
49,219
-19,402
1134
$3.68M 0.01%
102,604
-7,678
1135
$3.67M 0.01%
242,233
-3,378
1136
$3.66M 0.01%
123,722
-3,132
1137
$3.65M 0.01%
102,811
-743
1138
$3.65M 0.01%
+264,932
1139
$3.65M 0.01%
217,883
+2,562
1140
$3.63M 0.01%
27,572
+2,962
1141
$3.63M 0.01%
109,024
+73,343
1142
$3.62M 0.01%
74,070
+29,876
1143
$3.62M 0.01%
47,946
+725
1144
$3.61M 0.01%
146,485
+55,413
1145
$3.61M 0.01%
62,530
+3,870
1146
$3.6M 0.01%
27,181
+1,397
1147
$3.6M 0.01%
66,527
+7,806
1148
$3.59M 0.01%
42,577
+1,386
1149
$3.59M 0.01%
40,136
-11,796
1150
$3.59M 0.01%
119,545
-23,260
44 45
46
47 48