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
2526
$207K ﹤0.01%
6,781
+144
2527
$207K ﹤0.01%
15,500
-7,500
2528
$206K ﹤0.01%
21,906
+2,608
2529
$205K ﹤0.01%
+3,108
2530
$204K ﹤0.01%
14,839
-2,503
2531
$204K ﹤0.01%
7,845
-2,037
2532
$204K ﹤0.01%
+2,458
2533
$203K ﹤0.01%
+9,009
2534
$203K ﹤0.01%
+3,173
2535
$202K ﹤0.01%
10,658
-2,895
2536
$202K ﹤0.01%
374
-96
2537
$202K ﹤0.01%
+9,877
2538
$202K ﹤0.01%
9,033
-3,546
2539
$201K ﹤0.01%
20,364
+2,552
2540
$200K ﹤0.01%
19,272
-5,479
2541
$199K ﹤0.01%
22,652
-2,224
2542
$199K ﹤0.01%
+16,000
2543
$198K ﹤0.01%
72,117
-3,962
2544
$196K ﹤0.01%
45,403
-1,800
2545
$196K ﹤0.01%
18,168
2546
$193K ﹤0.01%
17,774
-1,099
2547
$192K ﹤0.01%
22,204
-80
2548
$192K ﹤0.01%
20,732
-610
2549
$190K ﹤0.01%
+11,708
2550
$189K ﹤0.01%
14,471
-1,185
100 101
102
103 104