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
2651
$57K ﹤0.01%
27,900
2652
$54K ﹤0.01%
17,975
+6,300
2653
$51K ﹤0.01%
+1,211
2654
$49K ﹤0.01%
+16,500
2655
$39K ﹤0.01%
1,814
-43
2656
$38K ﹤0.01%
1,125
+50
2657
$37K ﹤0.01%
10,000
2658
$30K ﹤0.01%
663
-10,277
2659
$23K ﹤0.01%
513
2660
$23K ﹤0.01%
13,500
2661
$19K ﹤0.01%
1,198
2662
$12K ﹤0.01%
11,840
-11,532
2663
$5K ﹤0.01%
12,375
2664
$5K ﹤0.01%
+17,394
2665
– –
-36,143
2666
– –
-15,814
2667
– –
-57,626
2668
– –
-10,884
2669
– –
-6,919
2670
– –
-50,945
2671
– –
-15,200
2672
– –
-11,005
2673
– –
-25,132
2674
– –
-4,195
2675
– –
-18,000
105 106
107
108 109