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
2476
$225K ﹤0.01%
5,837
+90
2477
$225K ﹤0.01%
25,738
2478
$225K ﹤0.01%
+7,354
2479
$224K ﹤0.01%
6,116
-1,217
2480
$224K ﹤0.01%
17,107
+4,150
2481
$224K ﹤0.01%
11,507
-2,243
2482
$224K ﹤0.01%
3,937
-261
2483
$224K ﹤0.01%
+6,124
2484
$223K ﹤0.01%
18,905
+380
2485
$222K ﹤0.01%
+8,296
2486
$222K ﹤0.01%
3,146
-45
2487
$221K ﹤0.01%
2,706
-36
2488
$221K ﹤0.01%
13,766
-6,908
2489
$220K ﹤0.01%
5,750
+50
2490
$220K ﹤0.01%
5,739
-371
2491
$220K ﹤0.01%
9,407
-685
2492
$220K ﹤0.01%
38,950
+400
2493
$220K ﹤0.01%
23,251
+3,750
2494
$220K ﹤0.01%
+4,047
2495
$219K ﹤0.01%
+7,613
2496
$219K ﹤0.01%
6,833
+266
2497
$219K ﹤0.01%
8,392
-12,887
2498
$218K ﹤0.01%
+2,264
2499
$218K ﹤0.01%
10,740
-1,700
2500
$217K ﹤0.01%
+3,979
98 99
100
101 102