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
2676
$326K ﹤0.01%
6,600
2677
$326K ﹤0.01%
48,975
+7,500
2678
$325K ﹤0.01%
10,125
+3,646
2679
$323K ﹤0.01%
8,598
-1,962
2680
$323K ﹤0.01%
6,699
-770
2681
$322K ﹤0.01%
13,363
-582
2682
$322K ﹤0.01%
30,317
+3,546
2683
$322K ﹤0.01%
+3,253
2684
$321K ﹤0.01%
7,636
+1,065
2685
$321K ﹤0.01%
+7,147
2686
$320K ﹤0.01%
26,766
-2,001
2687
$319K ﹤0.01%
27,138
+177
2688
$317K ﹤0.01%
+12,790
2689
$317K ﹤0.01%
38,862
-4,750
2690
$316K ﹤0.01%
9,919
+814
2691
$316K ﹤0.01%
6,181
-41,195
2692
$316K ﹤0.01%
+7,587
2693
$314K ﹤0.01%
20,202
-12,845
2694
$313K ﹤0.01%
+34,331
2695
$313K ﹤0.01%
13,548
-5,266
2696
$313K ﹤0.01%
10,365
-132
2697
$312K ﹤0.01%
103,300
+950
2698
$312K ﹤0.01%
5,056
-17,291
2699
$312K ﹤0.01%
11,867
+1,985
2700
$311K ﹤0.01%
+261,353
106 107
108
109 110