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
3101
$100K ﹤0.01%
13,100
-500
3102
$100K ﹤0.01%
12,130
3103
$100K ﹤0.01%
19,290
+799
3104
$99K ﹤0.01%
20,550
-22,250
3105
$98K ﹤0.01%
968
-36
3106
$97K ﹤0.01%
516
-24
3107
$96K ﹤0.01%
15,425
-736
3108
$95K ﹤0.01%
11,820
3109
$93K ﹤0.01%
+10,310
3110
$92K ﹤0.01%
22,903
-4,000
3111
$92K ﹤0.01%
10,760
3112
$92K ﹤0.01%
15,455
-1,649
3113
$91K ﹤0.01%
27,760
-19,413
3114
$91K ﹤0.01%
+17,325
3115
$90K ﹤0.01%
16,270
+2,816
3116
$88K ﹤0.01%
18,273
3117
$88K ﹤0.01%
10,500
3118
$88K ﹤0.01%
+13,000
3119
$87K ﹤0.01%
3,690
+193
3120
$87K ﹤0.01%
+11,225
3121
$87K ﹤0.01%
929
-13
3122
$87K ﹤0.01%
36,928
-16,274
3123
$86K ﹤0.01%
13,127
3124
$85K ﹤0.01%
15,928
-3,535
3125
$84K ﹤0.01%
10,839
+191
123 124
125
126 127