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
$32.6B
AUM Growth
+$905M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$30.9M
3
+$28.7M
4
CME icon
CME Group
CME
+$27.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$22.8M

Top Sells

1
+$66.9M
2
+$38.1M
3
+$36.1M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$27.6M
5
PFE icon
Pfizer
PFE
+$23.1M

Sector Composition

1 Technology 12.78%
2 Financials 11.4%
3 Healthcare 10.51%
4 Industrials 8.49%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20.3M 0.06%
73,634
-691
302
$20.3M 0.06%
452,000
+13,162
303
$20.3M 0.06%
456,749
+16,163
304
$20M 0.06%
531,029
-4,707
305
$20M 0.06%
546,618
+27,293
306
$19.8M 0.06%
97,502
+16,419
307
$19.8M 0.06%
253,729
-50,000
308
$19.8M 0.06%
145,756
-11,745
309
$19.8M 0.06%
1,045,063
+195,333
310
$19.7M 0.06%
260,782
-113,698
311
$19.6M 0.06%
377,957
+45,384
312
$19.5M 0.06%
184,153
-5,804
313
$19.4M 0.06%
641,580
-51,929
314
$19.4M 0.06%
120,192
+3,527
315
$19.2M 0.06%
195,601
+31,137
316
$19.1M 0.06%
70,384
+5,336
317
$19.1M 0.06%
862,006
+55,244
318
$19M 0.06%
235,827
+8,486
319
$18.9M 0.06%
321,809
-13,319
320
$18.7M 0.06%
245,837
-27,799
321
$18.7M 0.06%
254,855
+10,981
322
$18.6M 0.06%
526,414
-141
323
$18.6M 0.06%
218,817
-5,591
324
$18.6M 0.06%
605,855
+19,647
325
$18.6M 0.06%
203,039
+7,214
11 12
13
14 15