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
2626
$362K ﹤0.01%
4,887
-2,138
2627
$360K ﹤0.01%
7,681
2628
$359K ﹤0.01%
55,589
+5,667
2629
$359K ﹤0.01%
4,652
-18
2630
$358K ﹤0.01%
22,664
+3,028
2631
$358K ﹤0.01%
18,085
-36,349
2632
$356K ﹤0.01%
7,522
+208
2633
$356K ﹤0.01%
12,971
+3,101
2634
$355K ﹤0.01%
20,326
+845
2635
$353K ﹤0.01%
11,200
2636
$353K ﹤0.01%
4,808
-14
2637
$352K ﹤0.01%
50,887
-11,806
2638
$352K ﹤0.01%
26,521
+95
2639
$352K ﹤0.01%
12,832
-13,139
2640
$351K ﹤0.01%
4,467
+583
2641
$351K ﹤0.01%
25,422
-1,289
2642
$350K ﹤0.01%
9,342
-1,598
2643
$349K ﹤0.01%
30,526
+1,956
2644
$348K ﹤0.01%
11,252
+2,350
2645
$348K ﹤0.01%
55,357
+7,800
2646
$346K ﹤0.01%
96,120
-7,936
2647
$346K ﹤0.01%
7,414
+81
2648
$344K ﹤0.01%
3,479
-18
2649
$342K ﹤0.01%
38,565
-3,343
2650
$340K ﹤0.01%
13,594
-203
104 105
106
107 108