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
2901
$217K ﹤0.01%
12,679
+165
2902
$216K ﹤0.01%
12,862
-121
2903
$215K ﹤0.01%
6,086
-9,418
2904
$215K ﹤0.01%
8,900
-1,105
2905
$214K ﹤0.01%
1,713
+218
2906
$214K ﹤0.01%
4,858
-175
2907
$214K ﹤0.01%
65,216
+38,453
2908
$214K ﹤0.01%
4,230
+259
2909
$214K ﹤0.01%
2,497
+51
2910
$214K ﹤0.01%
2,673
2911
$214K ﹤0.01%
+13,700
2912
$211K ﹤0.01%
15,580
-7,956
2913
$211K ﹤0.01%
22,267
+750
2914
$211K ﹤0.01%
20,898
+4
2915
$211K ﹤0.01%
4,800
-150
2916
$211K ﹤0.01%
152,000
-18
2917
$210K ﹤0.01%
+5,601
2918
$210K ﹤0.01%
7,469
-514
2919
$209K ﹤0.01%
9,833
2920
$209K ﹤0.01%
10,250
+1,590
2921
$209K ﹤0.01%
16,286
-2,743
2922
$209K ﹤0.01%
1,884
+820
2923
$209K ﹤0.01%
+2,360
2924
$209K ﹤0.01%
1,441
-67
2925
$209K ﹤0.01%
+3,926
115 116
117
118 119