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
3176
$52K ﹤0.01%
16,162
+3,332
3177
$49K ﹤0.01%
21,300
-1,300
3178
$49K ﹤0.01%
12,000
3179
$49K ﹤0.01%
31,422
+9,750
3180
$48K ﹤0.01%
16,921
-3,950
3181
$48K ﹤0.01%
10,000
3182
$47K ﹤0.01%
60
3183
$46K ﹤0.01%
38,781
-1,340
3184
$45K ﹤0.01%
1,100
+100
3185
$44K ﹤0.01%
15,501
+1,900
3186
$44K ﹤0.01%
1,433
+488
3187
$41K ﹤0.01%
19,452
+4,596
3188
$41K ﹤0.01%
10,000
-9,000
3189
$41K ﹤0.01%
+16,609
3190
$40K ﹤0.01%
14,328
3191
$38K ﹤0.01%
+11,640
3192
$38K ﹤0.01%
10,500
3193
$37K ﹤0.01%
37,324
+14,419
3194
$34K ﹤0.01%
11,382
+833
3195
$33K ﹤0.01%
1,367
-357
3196
$33K ﹤0.01%
2,013
-279
3197
$32K ﹤0.01%
29,533
-121
3198
$32K ﹤0.01%
12,138
3199
$32K ﹤0.01%
17,149
+700
3200
$32K ﹤0.01%
7,500
+500
126 127
128
129 130