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
1151
$3.59M 0.01%
74,528
+48,874
1152
$3.59M 0.01%
75,032
+6,630
1153
$3.58M 0.01%
+349,280
1154
$3.58M 0.01%
69,560
+34,968
1155
$3.58M 0.01%
20,409
+839
1156
$3.58M 0.01%
105,127
+56,529
1157
$3.58M 0.01%
212,234
-15,091
1158
$3.57M 0.01%
36,760
+7,736
1159
$3.57M 0.01%
16,855
+1,246
1160
$3.55M 0.01%
236,188
+23,630
1161
$3.52M 0.01%
345,394
-5,839
1162
$3.52M 0.01%
202,662
+345
1163
$3.52M 0.01%
+49,643
1164
$3.52M 0.01%
48,935
+5,842
1165
$3.51M 0.01%
139,202
+34,506
1166
$3.5M 0.01%
175,664
+18,992
1167
$3.5M 0.01%
41,716
+518
1168
$3.49M 0.01%
269,401
-21,607
1169
$3.49M 0.01%
81,059
-41,804
1170
$3.49M 0.01%
33,540
-33,620
1171
$3.49M 0.01%
362,770
+254,918
1172
$3.47M 0.01%
144,572
+228
1173
$3.46M 0.01%
82,431
-562
1174
$3.45M 0.01%
+120,247
1175
$3.45M 0.01%
44,536
-1,103
45 46
47
48 49