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
2626
$93K ﹤0.01%
1,332
+772
2627
$93K ﹤0.01%
2,211
+250
2628
$93K ﹤0.01%
30,000
2629
$90K ﹤0.01%
160,000
+80,000
2630
$88K ﹤0.01%
4,964
-334
2631
$88K ﹤0.01%
11,107
-286
2632
$87K ﹤0.01%
14,582
+4,293
2633
$85K ﹤0.01%
10,517
+150
2634
$84K ﹤0.01%
18,316
-71,757
2635
$84K ﹤0.01%
17,879
+2,867
2636
$84K ﹤0.01%
12,000
-7,000
2637
$83K ﹤0.01%
156,400
-10,700
2638
$82K ﹤0.01%
16,715
+21
2639
$81K ﹤0.01%
10,785
-4,520
2640
$81K ﹤0.01%
+2,550
2641
$77K ﹤0.01%
+2,028
2642
$75K ﹤0.01%
46,070
-2,416
2643
$74K ﹤0.01%
7,581
+500
2644
$73K ﹤0.01%
2,977
-94
2645
$71K ﹤0.01%
400
2646
$68K ﹤0.01%
12,421
-10,132
2647
$68K ﹤0.01%
1,254
-1,113
2648
$60K ﹤0.01%
10,000
2649
$58K ﹤0.01%
1,424
-110
2650
$57K ﹤0.01%
1,070
+33
104 105
106
107 108