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
2501
$217K ﹤0.01%
12,500
2502
$216K ﹤0.01%
+26,912
2503
$216K ﹤0.01%
+10,500
2504
$215K ﹤0.01%
6,060
-54
2505
$215K ﹤0.01%
6,071
+404
2506
$215K ﹤0.01%
+7,463
2507
$214K ﹤0.01%
+5,672
2508
$214K ﹤0.01%
+8,393
2509
$214K ﹤0.01%
12,102
-1,380
2510
$213K ﹤0.01%
31,622
+535
2511
$213K ﹤0.01%
10,740
-829
2512
$213K ﹤0.01%
+16,487
2513
$213K ﹤0.01%
11,000
2514
$212K ﹤0.01%
+8,770
2515
$211K ﹤0.01%
+5,492
2516
$211K ﹤0.01%
+8,099
2517
$210K ﹤0.01%
16,977
+2,828
2518
$210K ﹤0.01%
+6,985
2519
$209K ﹤0.01%
18,389
+1,761
2520
$209K ﹤0.01%
6,360
-1,756
2521
$209K ﹤0.01%
5,233
-9,025
2522
$209K ﹤0.01%
+7,564
2523
$208K ﹤0.01%
25,473
+4,382
2524
$208K ﹤0.01%
10,882
-25,352
2525
$208K ﹤0.01%
15,613
+905
99 100
101
102 103