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
276
$39.2M 0.06%
911,537
-7,314
277
$38.8M 0.06%
591,488
-183,039
278
$38.2M 0.06%
572,680
-82,583
279
$37.8M 0.06%
830,898
+8,916
280
$37.8M 0.06%
868,700
-20,946
281
$37.4M 0.06%
745,481
-111,036
282
$36.9M 0.06%
446,978
+454
283
$36.8M 0.06%
321,479
-7,583
284
$36.5M 0.06%
1,377,579
+17,408
285
$36.5M 0.06%
74,607
+1,262
286
$36.5M 0.06%
22,209
-2,076
287
$36M 0.06%
1,623,762
+341,622
288
$35.9M 0.06%
874,992
+89,197
289
$35.7M 0.06%
124,316
+11,841
290
$35.2M 0.06%
425,456
+13,690
291
$35.2M 0.06%
2,086,747
+149,375
292
$35.2M 0.06%
605,350
+28,658
293
$35.1M 0.06%
168,735
+7,841
294
$35M 0.06%
377,123
-2,745
295
$34.9M 0.06%
431,972
-7,409
296
$34.5M 0.06%
959,667
-165,930
297
$34.4M 0.06%
1,147,986
+56,546
298
$34.2M 0.06%
586,802
+38,257
299
$34M 0.06%
453,022
+18,916
300
$33.9M 0.06%
986,828
+22,598
10 11
12
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