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
2876
$228K ﹤0.01%
+24,730
2877
$228K ﹤0.01%
3,203
+365
2878
$227K ﹤0.01%
15,181
-401
2879
$227K ﹤0.01%
12,853
+1,512
2880
$227K ﹤0.01%
+30,748
2881
$226K ﹤0.01%
6,034
2882
$226K ﹤0.01%
2,340
-1,685
2883
$226K ﹤0.01%
31,640
+9,106
2884
$225K ﹤0.01%
4,574
+1,453
2885
$225K ﹤0.01%
4,139
2886
$224K ﹤0.01%
5,942
-255
2887
$224K ﹤0.01%
9,121
+200
2888
$223K ﹤0.01%
+6,088
2889
$223K ﹤0.01%
+13,961
2890
$222K ﹤0.01%
27,947
-3,697
2891
$222K ﹤0.01%
7,180
-3,395
2892
$222K ﹤0.01%
7,735
+987
2893
$222K ﹤0.01%
11,068
+8
2894
$221K ﹤0.01%
7,435
+3
2895
$221K ﹤0.01%
27,775
+16,625
2896
$221K ﹤0.01%
8,900
2897
$219K ﹤0.01%
23,715
-145
2898
$219K ﹤0.01%
38,627
+25,208
2899
$219K ﹤0.01%
5,214
-12,389
2900
$218K ﹤0.01%
7,985
-244
114 115
116
117 118