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
376
$24.1M 0.04%
123,723
+835
377
$24.1M 0.04%
268,896
+3,522
378
$24.1M 0.04%
300,938
+14,241
379
$24M 0.04%
904,247
+25,943
380
$24M 0.04%
216,962
+14,093
381
$24M 0.04%
623,359
-53,740
382
$24M 0.04%
687,715
-49,897
383
$23.9M 0.04%
65,859
+45,281
384
$23.9M 0.04%
85,475
-428
385
$23.9M 0.04%
110,974
+2,695
386
$23.7M 0.04%
154,953
+477
387
$23.7M 0.04%
737,591
+20,346
388
$23.5M 0.04%
528,685
-116,486
389
$23.5M 0.04%
720,348
-3,577
390
$23.5M 0.04%
882,069
-37,199
391
$23.3M 0.04%
657,203
+5,998
392
$23.3M 0.04%
1,846,174
-3,850
393
$23.2M 0.04%
552,606
-261,594
394
$23.1M 0.04%
349,854
-62,790
395
$22.8M 0.04%
287,310
+95,439
396
$22.8M 0.04%
477,239
-15,165
397
$22.8M 0.04%
972,257
-35,753
398
$22.7M 0.04%
213,685
-7,732
399
$22.5M 0.04%
298,814
+12,490
400
$22.5M 0.04%
441,128
+40,133
14 15
16
17 18