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
2526
$423K ﹤0.01%
19,550
-315
2527
$423K ﹤0.01%
12,572
+497
2528
$422K ﹤0.01%
38,511
+1,707
2529
$422K ﹤0.01%
46,881
+34,040
2530
$422K ﹤0.01%
64,222
-5,429
2531
$421K ﹤0.01%
60,000
2532
$420K ﹤0.01%
29,786
+314
2533
$420K ﹤0.01%
38,285
+4,246
2534
$419K ﹤0.01%
3,486
-8
2535
$419K ﹤0.01%
9,220
-3,325
2536
$419K ﹤0.01%
8,670
-8,453
2537
$418K ﹤0.01%
41,731
-4,999
2538
$418K ﹤0.01%
56,494
-59,895
2539
$418K ﹤0.01%
15,924
-105
2540
$418K ﹤0.01%
39,521
+5,979
2541
$418K ﹤0.01%
9,736
-503
2542
$418K ﹤0.01%
10,399
-5,281
2543
$418K ﹤0.01%
+16,128
2544
$417K ﹤0.01%
50,281
+12,118
2545
$416K ﹤0.01%
+22,250
2546
$416K ﹤0.01%
28,877
-7,041
2547
$415K ﹤0.01%
13,548
+558
2548
$415K ﹤0.01%
1,736
+153
2549
$415K ﹤0.01%
+26,209
2550
$413K ﹤0.01%
21,165
-39
100 101
102
103 104