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
2476
$459K ﹤0.01%
56,732
-55,698
2477
$457K ﹤0.01%
+9,584
2478
$457K ﹤0.01%
16,017
-177
2479
$454K ﹤0.01%
+6,652
2480
$453K ﹤0.01%
17,313
-288,727
2481
$452K ﹤0.01%
+23,068
2482
$452K ﹤0.01%
24,692
+2,721
2483
$451K ﹤0.01%
35,604
-161
2484
$450K ﹤0.01%
27,033
-269
2485
$450K ﹤0.01%
21,045
-20
2486
$450K ﹤0.01%
12,959
+395
2487
$450K ﹤0.01%
26,337
-29,497
2488
$448K ﹤0.01%
430,365
+61,941
2489
$447K ﹤0.01%
4,226
+529
2490
$447K ﹤0.01%
8,835
+2,059
2491
$447K ﹤0.01%
3,588
-341
2492
$446K ﹤0.01%
+11,555
2493
$446K ﹤0.01%
2,067
+141
2494
$445K ﹤0.01%
43,494
+18,598
2495
$444K ﹤0.01%
14,316
-64,870
2496
$443K ﹤0.01%
17,149
-52,163
2497
$442K ﹤0.01%
26,302
+4,972
2498
$442K ﹤0.01%
1,828
+3
2499
$442K ﹤0.01%
13,129
-186
2500
$441K ﹤0.01%
480,470
-16,322
98 99
100
101 102