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
3226
$18K ﹤0.01%
13,815
+150
3227
$17K ﹤0.01%
16,165
+3,915
3228
$16K ﹤0.01%
+49,460
3229
$16K ﹤0.01%
915
-134
3230
$16K ﹤0.01%
11,056
3231
$15K ﹤0.01%
1,000
3232
$15K ﹤0.01%
625
3233
$14K ﹤0.01%
9
-4
3234
$13K ﹤0.01%
10,000
3235
$12K ﹤0.01%
750
-6,750
3236
$12K ﹤0.01%
+2
3237
$11K ﹤0.01%
+10,072
3238
$10K ﹤0.01%
+10,270
3239
$9K ﹤0.01%
1,200
3240
$9K ﹤0.01%
24,876
3241
$8K ﹤0.01%
13,500
+500
3242
$7K ﹤0.01%
500
3243
$6K ﹤0.01%
25,500
3244
$6K ﹤0.01%
739
3245
$4K ﹤0.01%
18,660
-200
3246
$2K ﹤0.01%
319
3247
$2K ﹤0.01%
13,721
-425,544
3248
$1K ﹤0.01%
+10,000
3249
– –
-15,216
3250
– –
-14,909
128 129
130
131 132