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
3201
$32K ﹤0.01%
630
-66
3202
$31K ﹤0.01%
10,000
3203
$31K ﹤0.01%
46,676
-160
3204
$30K ﹤0.01%
14,465
+1,000
3205
$30K ﹤0.01%
41
3206
$30K ﹤0.01%
+1,020
3207
$28K ﹤0.01%
297
-47
3208
$27K ﹤0.01%
4,150
-700
3209
$27K ﹤0.01%
15,542
3210
$25K ﹤0.01%
18,100
-1,500
3211
$25K ﹤0.01%
11,025
+525
3212
$25K ﹤0.01%
12,506
-13,722
3213
$25K ﹤0.01%
90,269
+9,500
3214
$24K ﹤0.01%
+2,680
3215
$24K ﹤0.01%
1,607
+705
3216
$24K ﹤0.01%
15,562
+1,835
3217
$23K ﹤0.01%
14,401
+700
3218
$22K ﹤0.01%
24,092
-2,657
3219
$21K ﹤0.01%
981
-20
3220
$21K ﹤0.01%
703
+12
3221
$20K ﹤0.01%
15,905
+3,243
3222
$18K ﹤0.01%
15,000
3223
$18K ﹤0.01%
+10,000
3224
$18K ﹤0.01%
3,577
+724
3225
$18K ﹤0.01%
+20,000
127 128
129
130 131