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
2926
$208K ﹤0.01%
17,031
+2,790
2927
$208K ﹤0.01%
14,621
-11,709
2928
$208K ﹤0.01%
11,286
+361
2929
$208K ﹤0.01%
4,133
-67
2930
$208K ﹤0.01%
7,372
-2,283
2931
$208K ﹤0.01%
5,908
+634
2932
$208K ﹤0.01%
3,192
+27
2933
$208K ﹤0.01%
+4,152
2934
$208K ﹤0.01%
239
+35
2935
$207K ﹤0.01%
20,145
+2,308
2936
$207K ﹤0.01%
9,369
2937
$207K ﹤0.01%
6,836
-21,295
2938
$207K ﹤0.01%
5,176
2939
$206K ﹤0.01%
91,200
-3,442
2940
$205K ﹤0.01%
16,989
+44
2941
$204K ﹤0.01%
11,137
-58
2942
$203K ﹤0.01%
8,834
-9,215
2943
$203K ﹤0.01%
10,628
-239
2944
$203K ﹤0.01%
2,886
-48,269
2945
$202K ﹤0.01%
7,375
2946
$202K ﹤0.01%
20,156
+548
2947
$201K ﹤0.01%
+905
2948
$201K ﹤0.01%
54,250
+6,200
2949
$201K ﹤0.01%
+3,899
2950
$200K ﹤0.01%
+7,084
116 117
118
119 120