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
176
$73M 0.12%
253,949
-28,302
177
$72.6M 0.12%
1,114,503
+12,546
178
$72.5M 0.12%
884,861
+422,064
179
$71.5M 0.12%
1,207,588
-6,775
180
$71M 0.12%
457,856
-3,900
181
$70.2M 0.12%
1,257,332
+85,040
182
$70M 0.12%
1,150,715
+189,484
183
$69.8M 0.12%
975,396
+6,996
184
$69.3M 0.11%
1,774,843
+192,722
185
$69.2M 0.11%
2,033,668
+254,894
186
$69.1M 0.11%
249,189
+13,052
187
$68.6M 0.11%
331,688
-21,008
188
$68.3M 0.11%
916,879
+7,224
189
$67M 0.11%
1,718,516
+222,439
190
$66.8M 0.11%
1,184,192
-858,102
191
$65.9M 0.11%
285,623
-256
192
$65.9M 0.11%
418,456
+24,796
193
$65.4M 0.11%
818,005
-113,280
194
$65.4M 0.11%
1,367,760
+152,601
195
$64.5M 0.11%
133,030
-7,718
196
$63.9M 0.11%
2,901,819
+31,076
197
$63.7M 0.11%
202,000
+13,173
198
$63.6M 0.1%
449,862
-6,468
199
$63.5M 0.1%
505,773
+42,861
200
$63.1M 0.1%
1,870,452
+267,598
6 7
8
9 10