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
2576
$162K ﹤0.01%
11,158
-13,292
2577
$160K ﹤0.01%
14,140
2578
$160K ﹤0.01%
5,623
-10,596
2579
$158K ﹤0.01%
17,364
+3,414
2580
$158K ﹤0.01%
15,234
+856
2581
$154K ﹤0.01%
15,100
-1,025
2582
$154K ﹤0.01%
+11,216
2583
$153K ﹤0.01%
15,533
-4,559
2584
$151K ﹤0.01%
12,250
-750
2585
$151K ﹤0.01%
10,300
-15,336
2586
$151K ﹤0.01%
12,242
-7,400
2587
$150K ﹤0.01%
23,522
+5,185
2588
$149K ﹤0.01%
28,733
-2,650
2589
$149K ﹤0.01%
25,469
-2,079
2590
$149K ﹤0.01%
14,504
-5,123
2591
$145K ﹤0.01%
10,134
-2,000
2592
$145K ﹤0.01%
14,019
-28,850
2593
$144K ﹤0.01%
+10,535
2594
$143K ﹤0.01%
+11,112
2595
$142K ﹤0.01%
10,200
-266
2596
$140K ﹤0.01%
13,449
+1,219
2597
$138K ﹤0.01%
15,339
+467
2598
$136K ﹤0.01%
28,281
-14,427
2599
$130K ﹤0.01%
+10,393
2600
$129K ﹤0.01%
45,490
102 103
104
105 106