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
426
$20.1M 0.03%
704,174
-14,276
427
$20M 0.03%
90,366
-3,015
428
$20M 0.03%
811,181
+49,415
429
$20M 0.03%
880,548
-55,684
430
$19.9M 0.03%
1,239,211
+65,111
431
$19.8M 0.03%
771,602
+17,513
432
$19.8M 0.03%
266,203
-38,832
433
$19.7M 0.03%
511,576
+23,634
434
$19.7M 0.03%
99,965
+2,945
435
$19.4M 0.03%
212,105
+14,261
436
$19.1M 0.03%
57,790
+2,114
437
$19M 0.03%
62,928
-4,791
438
$19M 0.03%
329,011
+5,848
439
$19M 0.03%
120,528
-4,706
440
$18.9M 0.03%
928,433
+39,526
441
$18.8M 0.03%
325,107
-3,703
442
$18.8M 0.03%
292,887
-629
443
$18.8M 0.03%
168,516
+17,706
444
$18.8M 0.03%
427,269
-18,402
445
$18.7M 0.03%
280,231
-1,032,551
446
$18.6M 0.03%
363,193
-35,111
447
$18.5M 0.03%
128,757
+14,963
448
$18.5M 0.03%
63,824
-17,696
449
$18.5M 0.03%
203,089
-30,346
450
$18.4M 0.03%
107,822
-12,577
16 17
18
19 20