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
451
$18.4M 0.03%
624,477
+65,883
452
$18.4M 0.03%
536,750
+73,180
453
$18.3M 0.03%
117,135
+2,703
454
$18.3M 0.03%
1,878,838
-400,329
455
$18.2M 0.03%
76,437
-1,199
456
$18.1M 0.03%
412,541
+82,300
457
$18.1M 0.03%
1,376,479
+27,915
458
$18.1M 0.03%
381,329
+20,752
459
$18.1M 0.03%
69,065
-97
460
$18.1M 0.03%
926,040
+4,216
461
$18M 0.03%
602,887
-153,046
462
$17.9M 0.03%
301,352
-3,831
463
$17.8M 0.03%
236,968
-13,835
464
$17.8M 0.03%
280,677
-11,632
465
$17.7M 0.03%
68,643
-2,366
466
$17.6M 0.03%
2,070,315
+27,304
467
$17.6M 0.03%
198,572
+33,791
468
$17.6M 0.03%
693,390
+33,124
469
$17.5M 0.03%
223,746
+634
470
$17.3M 0.03%
390,246
-15,776
471
$17.3M 0.03%
530,270
+107,153
472
$17.3M 0.03%
25,112
-16,142
473
$17.1M 0.03%
321,763
+3,279
474
$17.1M 0.03%
339,562
-143,031
475
$17M 0.03%
160,026
+94,989
17 18
19
20 21