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
$61.1B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,452
New
Increased
Reduced
Closed

Top Buys

1
+$416M
2
+$278M
3
+$98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$63.7M
5
MRK icon
Merck
MRK
+$61.7M

Top Sells

1
+$222M
2
+$128M
3
+$126M
4
BAX icon
Baxter International
BAX
+$74.7M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$73.8M

Sector Composition

1 Technology 15.13%
2 Healthcare 12.58%
3 Consumer Staples 9.17%
4 Industrials 9.11%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55.4M 0.09%
736,156
+629,284
227
$55.2M 0.09%
1,122,862
-77,200
228
$55M 0.09%
675,871
-34,862
229
$54.6M 0.09%
307,993
-871
230
$54.5M 0.09%
551,521
-40,321
231
$53.8M 0.09%
810,186
-51,333
232
$53.4M 0.09%
1,138,260
+188,850
233
$53.3M 0.09%
1,659,556
+145,637
234
$53.2M 0.09%
1,105,958
-8,038
235
$52.2M 0.09%
1,737,250
+213,600
236
$52.1M 0.09%
408,974
+33,813
237
$51.8M 0.08%
213,781
+3,179
238
$51.4M 0.08%
937,361
-40,831
239
$51.1M 0.08%
462,653
+12,638
240
$51M 0.08%
859,117
-150,324
241
$50.6M 0.08%
107,490
+17,454
242
$50.2M 0.08%
218,569
-8,366
243
$49.9M 0.08%
787,329
+3,281
244
$49.5M 0.08%
86,973
-2,105
245
$49.1M 0.08%
688,890
-30,606
246
$48.8M 0.08%
182,358
-572
247
$48.5M 0.08%
488,700
+18,457
248
$48.4M 0.08%
682,809
-29,761
249
$48.3M 0.08%
1,905,086
-192,352
250
$47.6M 0.08%
1,606,788
+103,499
8 9
10
11 12