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
1176
$3.45M 0.01%
16,467
-890
1177
$3.44M 0.01%
36,679
+2,444
1178
$3.44M 0.01%
33,888
-14,720
1179
$3.44M 0.01%
+52,527
1180
$3.43M 0.01%
73,111
+14,196
1181
$3.43M 0.01%
6,006
+151
1182
$3.43M 0.01%
12,452
+144
1183
$3.43M 0.01%
75,295
+625
1184
$3.42M 0.01%
211,722
-23,640
1185
$3.42M 0.01%
18,687
-1,083
1186
$3.41M 0.01%
90,950
+3,523
1187
$3.4M 0.01%
26,767
-1,623
1188
$3.4M 0.01%
126,730
-3,470
1189
$3.39M 0.01%
23,605
+6,593
1190
$3.39M 0.01%
79,418
+18,372
1191
$3.38M 0.01%
1,085
+969
1192
$3.38M 0.01%
76,255
+14,398
1193
$3.37M 0.01%
432,409
-10,449
1194
$3.37M 0.01%
179,756
+67,399
1195
$3.36M 0.01%
195,252
+8,740
1196
$3.35M 0.01%
127,189
+4,741
1197
$3.35M 0.01%
87,684
-7,922
1198
$3.34M 0.01%
192,191
+151,667
1199
$3.34M 0.01%
61,906
+14,889
1200
$3.33M 0.01%
50,814
+13,472
46 47
48
49 50