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
151
$89.9M 0.15%
1,150,202
+69,315
152
$88.8M 0.15%
664,647
+32,266
153
$88M 0.15%
395,451
+162,633
154
$87.2M 0.14%
209,867
+3,689
155
$86.7M 0.14%
231,806
-3,628
156
$86.2M 0.14%
349,965
+32,799
157
$85.7M 0.14%
358,607
+11,415
158
$85.3M 0.14%
928,151
+164,139
159
$85M 0.14%
932,682
+38,124
160
$83.7M 0.14%
343,727
+7,748
161
$83.2M 0.14%
387,496
-135,770
162
$81.5M 0.13%
436,134
+31,433
163
$81.3M 0.13%
483,592
+25,292
164
$80.1M 0.13%
506,184
+27,148
165
$79.2M 0.13%
715,560
-3,030
166
$79.1M 0.13%
1,474,428
+44,136
167
$77.8M 0.13%
2,109,550
+57,615
168
$77.4M 0.13%
842,162
+365,125
169
$77.1M 0.13%
864,773
+32,227
170
$75.5M 0.12%
369,470
+11,692
171
$74.7M 0.12%
1,229,346
+10,320
172
$74.3M 0.12%
559,813
+46,569
173
$73.5M 0.12%
298,914
+675
174
$73.5M 0.12%
657,940
+13,962
175
$73.1M 0.12%
445,006
-785
5 6
7
8 9