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
3076
$119K ﹤0.01%
12,784
+900
3077
$119K ﹤0.01%
2,606
+22
3078
$119K ﹤0.01%
+63,400
3079
$119K ﹤0.01%
33,505
+2,670
3080
$117K ﹤0.01%
+15,115
3081
$117K ﹤0.01%
+21,435
3082
$116K ﹤0.01%
17,219
+659
3083
$116K ﹤0.01%
35,729
+3,250
3084
$116K ﹤0.01%
12,050
3085
$115K ﹤0.01%
15,637
-10,362
3086
$115K ﹤0.01%
5,632
+88
3087
$115K ﹤0.01%
2,244
-5
3088
$113K ﹤0.01%
+17,033
3089
$112K ﹤0.01%
+17,173
3090
$112K ﹤0.01%
28,513
-11,034
3091
$111K ﹤0.01%
13,310
-7,500
3092
$110K ﹤0.01%
12,967
-16,755
3093
$109K ﹤0.01%
1,149
+728
3094
$109K ﹤0.01%
15,947
-154
3095
$109K ﹤0.01%
12,988
-137
3096
$108K ﹤0.01%
17,829
3097
$107K ﹤0.01%
40,500
3098
$107K ﹤0.01%
9,295
-53
3099
$106K ﹤0.01%
2,015
-787
3100
$104K ﹤0.01%
20,672
-74
122 123
124
125 126