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 11.41%
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
2701
– –
-5,565
2702
– –
-10,288
2703
– –
-5,875
2704
– –
-7,499
2705
– –
-5,183
2706
– –
-7,992
2707
– –
-206,307
2708
– –
-32,650
2709
– –
-18,080
2710
– –
-11,293
2711
– –
-49,240
2712
– –
-12,545
2713
– –
-20,256
2714
– –
-138,265
2715
– –
-8,963
2716
– –
-11,078
2717
– –
-38,943
2718
– –
-12,358
2719
– –
-5,935
2720
– –
-10,283
2721
– –
-10,819
2722
– –
-5,100
2723
– –
-20,135
2724
– –
-12,982
2725
– –
-8,863
107 108
109
110 111