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
351
$26.5M 0.04%
725,210
-20,760
352
$26.5M 0.04%
434,574
-15,537
353
$26.2M 0.04%
250,716
+6,847
354
$26.1M 0.04%
1,243,612
+3,929
355
$26.1M 0.04%
587,305
-79,643
356
$25.9M 0.04%
53,358
-3,573
357
$25.7M 0.04%
771,737
+72,367
358
$25.7M 0.04%
349,843
-274,532
359
$25.7M 0.04%
500,663
+478
360
$25.6M 0.04%
121,659
+18,271
361
$25.5M 0.04%
337,716
-160,557
362
$25.3M 0.04%
200,719
-1,530
363
$25.3M 0.04%
589,266
+37,094
364
$25.3M 0.04%
254,289
-2,495
365
$25.1M 0.04%
127,441
+2,614
366
$25.1M 0.04%
118,274
-627
367
$24.9M 0.04%
343,355
+93,668
368
$24.9M 0.04%
199,959
-10,768
369
$24.9M 0.04%
564,440
-156,236
370
$24.9M 0.04%
77,233
+2,260
371
$24.8M 0.04%
61,755
-909
372
$24.7M 0.04%
427,186
+20,507
373
$24.7M 0.04%
1,023,212
+227,593
374
$24.4M 0.04%
142,786
+23,148
375
$24.2M 0.04%
550,817
+104,550
13 14
15
16 17