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
451
$12.9M 0.04%
449,910
+374
452
$12.9M 0.04%
126,723
+96,257
453
$12.9M 0.04%
330,271
+136,425
454
$12.9M 0.04%
312,010
-8,900
455
$12.8M 0.04%
122,542
+1,245
456
$12.8M 0.04%
213,883
+32,675
457
$12.8M 0.04%
150,576
+5,024
458
$12.6M 0.04%
300,386
+47,371
459
$12.6M 0.04%
205,521
-2,884
460
$12.6M 0.04%
263,550
+6,469
461
$12.5M 0.04%
+212,571
462
$12.5M 0.04%
171,198
+1,054
463
$12.5M 0.04%
70,835
-49,012
464
$12.4M 0.04%
326,328
+31,478
465
$12.4M 0.04%
173,231
-75,161
466
$12.4M 0.04%
246,927
-67,233
467
$12.4M 0.04%
262,810
-1,574
468
$12.4M 0.04%
432,796
+208,346
469
$12.4M 0.04%
351,213
+12,368
470
$12.4M 0.04%
85,497
+7,295
471
$12.3M 0.04%
589,366
+73,337
472
$12.3M 0.04%
127,706
-7,267
473
$12.3M 0.04%
134,267
-25,603
474
$12.3M 0.04%
39,789
+2,501
475
$12.1M 0.04%
231,863
+6,487
17 18
19
20 21