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
2651
$339K ﹤0.01%
8,266
+877
2652
$339K ﹤0.01%
12,215
-11,864
2653
$339K ﹤0.01%
+2,791
2654
$337K ﹤0.01%
9,711
+343
2655
$337K ﹤0.01%
31,423
-4,227
2656
$337K ﹤0.01%
5,176
2657
$337K ﹤0.01%
37,693
-34,697
2658
$335K ﹤0.01%
11,704
-1,142
2659
$335K ﹤0.01%
17,554
+897
2660
$334K ﹤0.01%
15,299
+2,734
2661
$333K ﹤0.01%
10,171
+964
2662
$333K ﹤0.01%
3,953
+250
2663
$333K ﹤0.01%
16,405
-1,671
2664
$333K ﹤0.01%
22,118
+850
2665
$333K ﹤0.01%
7,913
-1,340
2666
$333K ﹤0.01%
15,194
-172,470
2667
$333K ﹤0.01%
14,167
-141
2668
$332K ﹤0.01%
134,508
+22,481
2669
$332K ﹤0.01%
5,896
+188
2670
$331K ﹤0.01%
32,774
-6,597
2671
$329K ﹤0.01%
22,228
+734
2672
$329K ﹤0.01%
13,486
+502
2673
$328K ﹤0.01%
136,683
-2,694
2674
$327K ﹤0.01%
15,027
2675
$327K ﹤0.01%
9,603
+631
105 106
107
108 109