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
2551
$412K ﹤0.01%
20,267
-4,717
2552
$410K ﹤0.01%
2,456
-116
2553
$409K ﹤0.01%
79,359
-3,210
2554
$408K ﹤0.01%
51,485
-12,983
2555
$407K ﹤0.01%
26,224
-13,404
2556
$406K ﹤0.01%
13,078
-1,535
2557
$406K ﹤0.01%
4,363
+379
2558
$404K ﹤0.01%
17,426
+834
2559
$403K ﹤0.01%
+4,728
2560
$403K ﹤0.01%
1,245
-153
2561
$402K ﹤0.01%
5,638
+500
2562
$401K ﹤0.01%
30,625
2563
$401K ﹤0.01%
7,084
-601
2564
$401K ﹤0.01%
+16,712
2565
$400K ﹤0.01%
11,043
-6,377
2566
$399K ﹤0.01%
36,488
-2,651
2567
$399K ﹤0.01%
7,062
+2,320
2568
$398K ﹤0.01%
24,522
-316
2569
$398K ﹤0.01%
18,335
-2,339
2570
$397K ﹤0.01%
171,060
+89,367
2571
$396K ﹤0.01%
16,456
+12
2572
$394K ﹤0.01%
16,300
+5,458
2573
$393K ﹤0.01%
20,813
2574
$391K ﹤0.01%
19,649
-32,955
2575
$391K ﹤0.01%
11,365
+1,108
101 102
103
104 105