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
2851
$240K ﹤0.01%
4,324
2852
$240K ﹤0.01%
11,058
-1,249
2853
$240K ﹤0.01%
+6,075
2854
$240K ﹤0.01%
39,155
-10,015
2855
$240K ﹤0.01%
+7,032
2856
$238K ﹤0.01%
9,545
2857
$238K ﹤0.01%
14,406
-2,476
2858
$238K ﹤0.01%
40,412
+3,932
2859
$237K ﹤0.01%
4,282
-816
2860
$237K ﹤0.01%
14,398
+891
2861
$235K ﹤0.01%
13,623
+450
2862
$235K ﹤0.01%
9,658
+1,013
2863
$234K ﹤0.01%
7,723
-157
2864
$234K ﹤0.01%
6,800
2865
$233K ﹤0.01%
25,457
+1,320
2866
$232K ﹤0.01%
22,863
-1,974
2867
$232K ﹤0.01%
20,843
-507
2868
$231K ﹤0.01%
22,218
+6,924
2869
$231K ﹤0.01%
2,420
-5,208
2870
$231K ﹤0.01%
+9,904
2871
$230K ﹤0.01%
23,824
+1,068
2872
$230K ﹤0.01%
83,516
+3,985
2873
$230K ﹤0.01%
5,296
+701
2874
$229K ﹤0.01%
7,967
2875
$228K ﹤0.01%
13,729
-116
113 114
115
116 117