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
426
$14.1M 0.04%
167,205
+2,895
427
$14M 0.04%
128,463
+4,687
428
$13.9M 0.04%
150,290
+53
429
$13.9M 0.04%
473,942
-49,744
430
$13.9M 0.04%
126,751
+29,422
431
$13.9M 0.04%
321,155
+9,349
432
$13.8M 0.04%
290,214
+10,151
433
$13.7M 0.04%
289,855
+15,061
434
$13.7M 0.04%
195,223
+51,118
435
$13.5M 0.04%
+218,086
436
$13.5M 0.04%
6,676
+199
437
$13.4M 0.04%
608,392
+117,513
438
$13.3M 0.04%
210,188
+10,954
439
$13.3M 0.04%
179,666
-13,162
440
$13.1M 0.04%
198,077
-16,162
441
$13.1M 0.04%
161,969
+6,662
442
$13M 0.04%
+443,228
443
$13M 0.04%
220,092
-78,701
444
$13M 0.04%
1,119,218
+420,115
445
$13M 0.04%
95,757
-1,286
446
$13M 0.04%
768,174
+16,250
447
$13M 0.04%
355,364
+23,404
448
$13M 0.04%
46
-1
449
$12.9M 0.04%
425,971
-50,566
450
$12.9M 0.04%
193,066
-26,017
16 17
18
19 20