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
251
$25.4M 0.08%
184,577
+16,247
252
$25.4M 0.08%
291,853
+4,892
253
$25.4M 0.08%
313,569
-18,386
254
$25.3M 0.08%
1,464,590
+127,720
255
$25.3M 0.08%
313,876
+16,523
256
$25.2M 0.08%
178,936
+8,089
257
$25.2M 0.08%
401,112
-40,866
258
$24.9M 0.08%
192,573
+2,821
259
$24.8M 0.08%
253,696
+68,191
260
$24.7M 0.08%
535,186
-34,572
261
$24.6M 0.08%
83,710
+2,214
262
$24.3M 0.07%
173,692
+286
263
$24.3M 0.07%
450,220
-7,837
264
$24.2M 0.07%
423,096
-17,519
265
$23.9M 0.07%
100,553
+56,427
266
$23.8M 0.07%
270,380
-27,563
267
$23.6M 0.07%
464,864
+28,907
268
$23.5M 0.07%
1,950,768
-143,532
269
$23.4M 0.07%
451,982
-18,728
270
$23.3M 0.07%
396,691
+11,171
271
$23.3M 0.07%
229,494
+7,611
272
$23.3M 0.07%
438,574
-61,348
273
$23.3M 0.07%
128,303
-11,710
274
$23.1M 0.07%
223,421
-5,164
275
$23.1M 0.07%
948,776
-23,234
9 10
11
12 13