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
2001
$978K ﹤0.01%
18,591
-776
2002
$977K ﹤0.01%
64,970
+9,588
2003
$977K ﹤0.01%
75,693
-8,895
2004
$976K ﹤0.01%
16,492
+6,409
2005
$974K ﹤0.01%
109,416
+15,161
2006
$974K ﹤0.01%
40,084
+9,372
2007
$972K ﹤0.01%
49,569
+1,941
2008
$970K ﹤0.01%
14,552
-1,384
2009
$968K ﹤0.01%
12,560
+367
2010
$967K ﹤0.01%
15,348
-32,664
2011
$964K ﹤0.01%
14,157
-4,107
2012
$964K ﹤0.01%
+48,906
2013
$958K ﹤0.01%
80,608
+941
2014
$957K ﹤0.01%
42,351
+1,423
2015
$956K ﹤0.01%
3,928
+46
2016
$955K ﹤0.01%
39,895
+5,460
2017
$954K ﹤0.01%
10,507
+9
2018
$954K ﹤0.01%
18,978
+13,738
2019
$954K ﹤0.01%
+35,931
2020
$954K ﹤0.01%
37,000
2021
$952K ﹤0.01%
8,550
-8,943
2022
$947K ﹤0.01%
5,033
+16
2023
$946K ﹤0.01%
+39,012
2024
$945K ﹤0.01%
31,671
-687
2025
$945K ﹤0.01%
+22,715
79 80
81
82 83