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
1201
$3.32M 0.01%
71,668
+21,220
1202
$3.32M 0.01%
75,801
+63,259
1203
$3.32M 0.01%
86,807
+30,893
1204
$3.32M 0.01%
83,978
+7,442
1205
$3.31M 0.01%
12,705
+6,705
1206
$3.31M 0.01%
184,809
+72,019
1207
$3.31M 0.01%
96,231
-11,621
1208
$3.31M 0.01%
74,894
+51,571
1209
$3.3M 0.01%
93,790
+50,190
1210
$3.3M 0.01%
52,291
+12,600
1211
$3.29M 0.01%
156,662
+20,477
1212
$3.29M 0.01%
247,678
-7,608
1213
$3.29M 0.01%
49,806
+34,734
1214
$3.27M 0.01%
17,835
-243
1215
$3.27M 0.01%
130,603
-102,008
1216
$3.26M 0.01%
17,678
-334
1217
$3.26M 0.01%
82,424
+20,543
1218
$3.25M 0.01%
99,468
-3,792
1219
$3.24M 0.01%
104,513
+6,624
1220
$3.23M 0.01%
148,257
+41,285
1221
$3.2M 0.01%
53,381
+7,303
1222
$3.2M 0.01%
125,520
-126,568
1223
$3.19M 0.01%
42,737
+2,467
1224
$3.19M 0.01%
8,168
+730
1225
$3.18M 0.01%
72,918
+12,945
47 48
49
50 51