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
351
$17.1M 0.05%
579,710
+319
352
$17M 0.05%
187,201
+4,051
353
$17M 0.05%
695,273
+23,905
354
$17M 0.05%
527,918
+14,485
355
$16.9M 0.05%
298,866
+9,348
356
$16.9M 0.05%
393,619
-15,051
357
$16.9M 0.05%
417,484
-66,618
358
$16.9M 0.05%
125,659
+7,712
359
$16.8M 0.05%
696,756
+20,426
360
$16.7M 0.05%
1,019,228
+37,806
361
$16.7M 0.05%
704,547
+21,557
362
$16.7M 0.05%
73,052
+1,526
363
$16.7M 0.05%
1,321,951
+352,163
364
$16.7M 0.05%
100,275
+2,096
365
$16.6M 0.05%
198,880
+1,892
366
$16.6M 0.05%
485,610
+60,714
367
$16.5M 0.05%
297,933
+16,571
368
$16.4M 0.05%
125,795
+4,646
369
$16.4M 0.05%
415,100
370
$16.3M 0.05%
374,305
+14,182
371
$16.3M 0.05%
438,235
-599
372
$16.3M 0.05%
345,431
-55,970
373
$16.3M 0.05%
198,999
+10,656
374
$16.2M 0.05%
295,978
+8,951
375
$16.2M 0.05%
344,519
+86,836
13 14
15
16 17