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
2751
$283K ﹤0.01%
139,968
+11,254
2752
$283K ﹤0.01%
3,344
-34
2753
$283K ﹤0.01%
40,683
+10,850
2754
$282K ﹤0.01%
49,975
+13
2755
$282K ﹤0.01%
37,559
+6,819
2756
$280K ﹤0.01%
26,725
-240
2757
$280K ﹤0.01%
18,647
-539
2758
$279K ﹤0.01%
8,607
-5,151
2759
$279K ﹤0.01%
8,468
+202
2760
$278K ﹤0.01%
11,271
-48,720
2761
$277K ﹤0.01%
11,734
+1,340
2762
$276K ﹤0.01%
5,205
-7
2763
$276K ﹤0.01%
72,851
+21,250
2764
$276K ﹤0.01%
18,866
+8
2765
$275K ﹤0.01%
21,551
+5,244
2766
$275K ﹤0.01%
68,259
+17,279
2767
$275K ﹤0.01%
4,756
+325
2768
$275K ﹤0.01%
6,429
-470
2769
$275K ﹤0.01%
49,764
+12,741
2770
$275K ﹤0.01%
+14,621
2771
$274K ﹤0.01%
6,115
+25
2772
$274K ﹤0.01%
24,841
-6,848
2773
$274K ﹤0.01%
20,640
+8,822
2774
$274K ﹤0.01%
13,431
+174
2775
$274K ﹤0.01%
2,475
-521
109 110
111
112 113