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
326
$18.6M 0.06%
298,393
+10,539
327
$18.6M 0.06%
234,223
-11,602
328
$18.5M 0.06%
151,641
-11,757
329
$18.5M 0.06%
350,150
+26,135
330
$18.4M 0.06%
388,562
-223,225
331
$18.4M 0.06%
244,815
+9,248
332
$18.4M 0.06%
603,002
+12,769
333
$18.3M 0.06%
539,858
+11,950
334
$18.2M 0.06%
392,871
+10,573
335
$18.1M 0.06%
410,589
-168,450
336
$18.1M 0.06%
655,447
-95,921
337
$18M 0.06%
198,252
+6,568
338
$18M 0.06%
143,373
+137,190
339
$18M 0.06%
163,068
-822
340
$17.9M 0.06%
354,973
-36,085
341
$17.9M 0.05%
261,544
-6,643
342
$17.9M 0.05%
348,328
+19,895
343
$17.8M 0.05%
411,804
-23,668
344
$17.8M 0.05%
271,729
+57,511
345
$17.8M 0.05%
531,258
-1,973
346
$17.8M 0.05%
185,689
+24,268
347
$17.5M 0.05%
115,990
+2,375
348
$17.4M 0.05%
174,696
+2,371
349
$17.4M 0.05%
186,577
+220
350
$17.3M 0.05%
531,120
+14,184
12 13
14
15 16