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
2026
$944K ﹤0.01%
34,391
-396
2027
$943K ﹤0.01%
54,170
+11,334
2028
$942K ﹤0.01%
80,562
+28,518
2029
$938K ﹤0.01%
9,834
+419
2030
$937K ﹤0.01%
22,859
-226
2031
$936K ﹤0.01%
54,187
+366
2032
$934K ﹤0.01%
21,538
+7,008
2033
$934K ﹤0.01%
68,456
+896
2034
$930K ﹤0.01%
126,855
+19,580
2035
$928K ﹤0.01%
14,647
+136
2036
$926K ﹤0.01%
44,000
-6,638
2037
$926K ﹤0.01%
78,105
-19,348
2038
$926K ﹤0.01%
64,862
-10,567
2039
$925K ﹤0.01%
18,083
-105
2040
$923K ﹤0.01%
18,400
+10,149
2041
$922K ﹤0.01%
19,934
+6,722
2042
$922K ﹤0.01%
13,151
-189
2043
$921K ﹤0.01%
238,386
2044
$920K ﹤0.01%
13,741
-19,636
2045
$920K ﹤0.01%
40,751
+4,681
2046
$920K ﹤0.01%
52,401
-2,041
2047
$919K ﹤0.01%
26,403
-1,898
2048
$918K ﹤0.01%
21,414
-6,067
2049
$917K ﹤0.01%
6,598
-2,294
2050
$916K ﹤0.01%
88,942
+62,077
80 81
82
83 84