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
26
$194M 0.6%
2,481,110
+77,337
27
$191M 0.59%
982,364
+64,746
28
$190M 0.58%
4,326,024
-32,014
29
$189M 0.58%
906,681
-15,980
30
$189M 0.58%
2,033,908
+45,891
31
$180M 0.55%
1,146,795
+32,343
32
$174M 0.53%
1,666,921
+116,697
33
$170M 0.52%
1,201,393
-126,219
34
$166M 0.51%
3,862,305
-172,656
35
$165M 0.5%
1,192,719
-8,039
36
$162M 0.5%
1,212,183
+21,204
37
$160M 0.49%
477,038
-16,291
38
$160M 0.49%
5,017,231
+261,659
39
$160M 0.49%
2,843,924
+252,399
40
$157M 0.48%
672,226
+9,703
41
$155M 0.47%
785,266
+17,719
42
$149M 0.46%
5,285,529
-274,742
43
$145M 0.45%
1,747,225
+6,155
44
$142M 0.44%
1,278,324
-87,868
45
$140M 0.43%
2,667,613
+129,443
46
$140M 0.43%
2,511,980
+26,240
47
$139M 0.43%
1,755,270
+79,131
48
$136M 0.42%
1,019,006
+8,522
49
$136M 0.42%
829,175
+38,607
50
$134M 0.41%
1,715,615
-72,098
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