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
2576
$390K ﹤0.01%
15,784
-830
2577
$390K ﹤0.01%
26,032
+754
2578
$390K ﹤0.01%
25,323
+75
2579
$390K ﹤0.01%
40,695
-1,800
2580
$387K ﹤0.01%
5,550
-205
2581
$386K ﹤0.01%
21,347
+4,793
2582
$384K ﹤0.01%
4,248
-25,723
2583
$384K ﹤0.01%
40,246
-10,316
2584
$383K ﹤0.01%
12,318
2585
$383K ﹤0.01%
+20,475
2586
$383K ﹤0.01%
25,593
-65
2587
$383K ﹤0.01%
45,231
+7,340
2588
$382K ﹤0.01%
11,584
+1,529
2589
$382K ﹤0.01%
14,884
2590
$382K ﹤0.01%
44,470
-1,055
2591
$382K ﹤0.01%
12,425
+575
2592
$381K ﹤0.01%
19,469
-41,515
2593
$381K ﹤0.01%
+8,000
2594
$381K ﹤0.01%
17,580
2595
$381K ﹤0.01%
20,736
+8,189
2596
$380K ﹤0.01%
6,747
+79
2597
$379K ﹤0.01%
3,111
+540
2598
$378K ﹤0.01%
22,962
-1,781
2599
$378K ﹤0.01%
4,692
+80
2600
$377K ﹤0.01%
28,322
+441
102 103
104
105 106