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
3401
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-15,652
3402
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-3,570
3403
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-7,100
3404
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-3,596
3405
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-9,031
3406
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-53,862
3407
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-132,827
3408
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-22,402
3409
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-12,873
3410
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-19,083
3411
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-53,415
3412
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-76,800
3413
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-21,258
3414
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-85,970
3415
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-35,590
3416
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-5,664
3417
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-33,937
3418
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3419
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-8,651
3420
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-39,005
3421
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-33,700
3422
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3423
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-139,611
3424
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-7,269
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