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
301
$33.6M 0.06%
313,149
+32,761
302
$33.5M 0.05%
484,947
+30,588
303
$33.3M 0.05%
1,041,687
+12,889
304
$33.3M 0.05%
661,398
+44,481
305
$33.3M 0.05%
591,652
+10,410
306
$33M 0.05%
157,471
-16,863
307
$32.9M 0.05%
753,002
+12,683
308
$32.9M 0.05%
684,200
+19,223
309
$32.7M 0.05%
228,038
+23,460
310
$32.6M 0.05%
430,319
-81,814
311
$32.1M 0.05%
357,999
-119,620
312
$32M 0.05%
171,496
+12,027
313
$31.9M 0.05%
468,678
-53,186
314
$31.5M 0.05%
144,400
+1,224
315
$31.1M 0.05%
386,753
-8,908
316
$31.1M 0.05%
292,036
-18,213
317
$30.6M 0.05%
638,483
+171,515
318
$30.3M 0.05%
297,985
-774
319
$30.1M 0.05%
222,686
-18,554
320
$29.8M 0.05%
652,121
-40,502
321
$29.7M 0.05%
221,643
+14,145
322
$29.7M 0.05%
238,682
+6,724
323
$29.6M 0.05%
725,429
-15,913
324
$29.6M 0.05%
417,951
+37,400
325
$29.5M 0.05%
377,843
-596
11 12
13
14 15