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
2551
$188K ﹤0.01%
12,130
+1,256
2552
$188K ﹤0.01%
13,972
+3,949
2553
$188K ﹤0.01%
+10,011
2554
$188K ﹤0.01%
2,976
-1,346
2555
$187K ﹤0.01%
+10,564
2556
$186K ﹤0.01%
10,117
-27,688
2557
$186K ﹤0.01%
+16,159
2558
$185K ﹤0.01%
+11,824
2559
$184K ﹤0.01%
14,112
-1,403
2560
$181K ﹤0.01%
15,072
+21
2561
$180K ﹤0.01%
+17,500
2562
$179K ﹤0.01%
14,576
-1,014
2563
$178K ﹤0.01%
+13,793
2564
$177K ﹤0.01%
13,000
+2,000
2565
$176K ﹤0.01%
+18,335
2566
$176K ﹤0.01%
11,697
+6
2567
$175K ﹤0.01%
+14,729
2568
$174K ﹤0.01%
3,000
-147
2569
$173K ﹤0.01%
10,842
-3,000
2570
$173K ﹤0.01%
385
2571
$172K ﹤0.01%
21,557
-5,506
2572
$171K ﹤0.01%
29,669
-482
2573
$167K ﹤0.01%
10,638
-1,427
2574
$164K ﹤0.01%
2,091
-500
2575
$162K ﹤0.01%
2,293
101 102
103
104 105