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
3326
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-11,715
3327
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-7,151
3328
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-61,160
3329
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-19,235
3330
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3331
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-14,407
3332
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-18,549
3333
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-10,175
3334
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-1,239,114
3335
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-10,670
3336
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-22,535
3337
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-9,798
3338
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-8,006
3339
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-40,000
3340
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-6,304
3341
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-5,825
3342
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3343
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3344
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-7,425
3345
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-2,659
3346
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-1,401
3347
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-23,292
3348
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-11,626
3349
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-11,339
3350
$0 ﹤0.01%
10,075
-20,500
132 133
134
135 136