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
376
$16.1M 0.05%
293,268
+9,730
377
$16.1M 0.05%
504,577
+13,377
378
$16M 0.05%
68,616
+27,327
379
$16M 0.05%
298,325
+9,338
380
$15.9M 0.05%
99,972
+13,344
381
$15.9M 0.05%
260,811
+37,756
382
$15.9M 0.05%
46,419
+2,818
383
$15.8M 0.05%
563,650
-132,747
384
$15.8M 0.05%
1,429,778
-855,690
385
$15.7M 0.05%
130,090
+537
386
$15.6M 0.05%
45,314
-1,780
387
$15.6M 0.05%
406,132
-74,716
388
$15.6M 0.05%
305,061
+75,365
389
$15.5M 0.05%
278,360
+63,142
390
$15.4M 0.05%
1,679,676
+160,577
391
$15.3M 0.05%
662,952
-52,406
392
$15.2M 0.05%
42,915
-1,649
393
$15.1M 0.05%
410,500
+134,950
394
$14.9M 0.05%
818,501
+21,410
395
$14.9M 0.05%
340,895
-48,387
396
$14.8M 0.05%
422,090
-43,554
397
$14.8M 0.05%
283,178
+31,863
398
$14.8M 0.05%
306,226
+6,915
399
$14.8M 0.05%
315,538
-41,043
400
$14.7M 0.05%
439,168
+7,602
14 15
16
17 18