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
2601
$127K ﹤0.01%
11,663
-3,500
2602
$125K ﹤0.01%
11,500
-6,000
2603
$122K ﹤0.01%
4,361
-470
2604
$121K ﹤0.01%
+13,924
2605
$120K ﹤0.01%
+11,441
2606
$119K ﹤0.01%
10,867
+479
2607
$118K ﹤0.01%
43,000
2608
$117K ﹤0.01%
10,943
2609
$115K ﹤0.01%
137,404
+46,618
2610
$114K ﹤0.01%
11,395
-568
2611
$113K ﹤0.01%
+10,307
2612
$113K ﹤0.01%
12,360
+2,160
2613
$110K ﹤0.01%
29,520
-3,311
2614
$109K ﹤0.01%
21,411
2615
$108K ﹤0.01%
33,783
+1,000
2616
$107K ﹤0.01%
1,347
2617
$106K ﹤0.01%
11,500
-375
2618
$106K ﹤0.01%
11,257
-5,435
2619
$106K ﹤0.01%
14,613
-2,268
2620
$106K ﹤0.01%
+12,614
2621
$104K ﹤0.01%
3,111
-66
2622
$104K ﹤0.01%
10,070
-1,399
2623
$100K ﹤0.01%
10,547
2624
$98K ﹤0.01%
11,122
-202
2625
$98K ﹤0.01%
34,000
103 104
105
106 107