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
3151
$67K ﹤0.01%
48,889
-2,500
3152
$66K ﹤0.01%
16,409
-2,917
3153
$65K ﹤0.01%
13,665
-14,537
3154
$64K ﹤0.01%
12,695
3155
$64K ﹤0.01%
21,170
-3,600
3156
$64K ﹤0.01%
26,635
-9,202
3157
$64K ﹤0.01%
31,678
3158
$63K ﹤0.01%
13,312
-1,650
3159
$63K ﹤0.01%
17,462
-1,116
3160
$63K ﹤0.01%
17,497
3161
$61K ﹤0.01%
+12,958
3162
$60K ﹤0.01%
2,209
+315
3163
$60K ﹤0.01%
22,234
-2,505
3164
$59K ﹤0.01%
20,120
-2,601
3165
$58K ﹤0.01%
15,130
-600
3166
$57K ﹤0.01%
25,000
3167
$57K ﹤0.01%
2,759
-261
3168
$56K ﹤0.01%
19,976
+7,085
3169
$56K ﹤0.01%
2,719
+161
3170
$56K ﹤0.01%
575
3171
$55K ﹤0.01%
88
-7
3172
$55K ﹤0.01%
521
+23
3173
$55K ﹤0.01%
649
3174
$54K ﹤0.01%
10,000
-900
3175
$53K ﹤0.01%
+21,937
125 126
127
128 129