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
2601
$377K ﹤0.01%
+5,033
2602
$376K ﹤0.01%
24,443
+2,983
2603
$375K ﹤0.01%
39,245
-2,306
2604
$375K ﹤0.01%
18,151
-2,446
2605
$374K ﹤0.01%
22,544
+9,805
2606
$374K ﹤0.01%
13,689
+724
2607
$374K ﹤0.01%
16,265
-65,630
2608
$373K ﹤0.01%
7,706
+1,527
2609
$372K ﹤0.01%
11,814
-1,163
2610
$372K ﹤0.01%
54,016
-3,035
2611
$372K ﹤0.01%
19,636
-1,500
2612
$371K ﹤0.01%
34,540
+19,874
2613
$371K ﹤0.01%
47,657
+147
2614
$371K ﹤0.01%
32,570
+2,227
2615
$368K ﹤0.01%
46,572
+1,480
2616
$368K ﹤0.01%
8,529
-18,714
2617
$368K ﹤0.01%
12,793
-194
2618
$368K ﹤0.01%
+92,996
2619
$367K ﹤0.01%
14,400
+2,550
2620
$367K ﹤0.01%
39,005
-374
2621
$366K ﹤0.01%
69,282
+1,147
2622
$365K ﹤0.01%
+25,625
2623
$365K ﹤0.01%
107,072
2624
$364K ﹤0.01%
5,137
+402
2625
$363K ﹤0.01%
10,044
103 104
105
106 107