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
$32.6B
AUM Growth
+$905M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$30.9M
3
+$28.7M
4
CME icon
CME Group
CME
+$27.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$22.8M

Top Sells

1
+$66.9M
2
+$38.1M
3
+$36.1M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$27.6M
5
PFE icon
Pfizer
PFE
+$23.1M

Sector Composition

1 Technology 12.78%
2 Financials 11.4%
3 Healthcare 10.51%
4 Industrials 8.49%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.3M 0.09%
681,407
-36,178
227
$29.1M 0.09%
132,715
+32,786
228
$28.8M 0.09%
1,083,110
-67,816
229
$28.6M 0.09%
698,123
+58,144
230
$28.3M 0.09%
360,445
-12,164
231
$28.3M 0.09%
179,405
-24,117
232
$27.6M 0.08%
439,650
+54,410
233
$27.5M 0.08%
725,111
-28,434
234
$27.3M 0.08%
629,185
+15,849
235
$27.3M 0.08%
691,772
-48,334
236
$27.3M 0.08%
1,395,675
+8,694
237
$26.9M 0.08%
147,116
+36
238
$26.7M 0.08%
143,661
+4,710
239
$26.7M 0.08%
222,293
+1,977
240
$26.7M 0.08%
1,102,276
+854,370
241
$26.3M 0.08%
345,045
-44,970
242
$26.1M 0.08%
320,492
+13,480
243
$26.1M 0.08%
624,507
+15,744
244
$26M 0.08%
320,523
+28,845
245
$26M 0.08%
521,585
+17,166
246
$25.8M 0.08%
197,197
+8,587
247
$25.6M 0.08%
191,934
+4,504
248
$25.6M 0.08%
376,718
+32,114
249
$25.5M 0.08%
1,767,073
+359,515
250
$25.4M 0.08%
452,042
-238,760
8 9
10
11 12