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
401
$14.7M 0.05%
370,424
-734
402
$14.6M 0.04%
956,865
+18,835
403
$14.6M 0.04%
291,249
+64,286
404
$14.6M 0.04%
205,701
-762
405
$14.6M 0.04%
231,702
-93,582
406
$14.6M 0.04%
156,860
-119,292
407
$14.6M 0.04%
73,439
+1,854
408
$14.6M 0.04%
332,480
+216,955
409
$14.5M 0.04%
98,592
+389
410
$14.5M 0.04%
114,513
-2,736
411
$14.5M 0.04%
48,628
+55
412
$14.4M 0.04%
208,970
+3,503
413
$14.4M 0.04%
272,089
+24,470
414
$14.4M 0.04%
291,330
+2,731
415
$14.3M 0.04%
504,025
-43,918
416
$14.3M 0.04%
164,587
+11,377
417
$14.3M 0.04%
237,010
-2,122
418
$14.3M 0.04%
404,665
+24,341
419
$14.2M 0.04%
416,796
+91,116
420
$14.2M 0.04%
1,035,566
+22,025
421
$14.2M 0.04%
218,463
+1,137
422
$14.1M 0.04%
104,538
+30,499
423
$14.1M 0.04%
185,130
+13,646
424
$14.1M 0.04%
73,144
+485
425
$14.1M 0.04%
121,590
+3,647
15 16
17
18 19