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
26
$408M 0.67%
2,838,500
-45,731
27
$405M 0.66%
7,223,477
+178,140
28
$401M 0.66%
10,021,788
+439,875
29
$400M 0.65%
6,913,960
+274,026
30
$396M 0.65%
2,668,852
+83,774
31
$390M 0.64%
1,724,684
-5,008
32
$378M 0.62%
2,753,858
+86,996
33
$378M 0.62%
2,815,929
+83,447
34
$375M 0.61%
2,338,212
+20,636
35
$365M 0.6%
719,441
+9,717
36
$345M 0.56%
4,706,617
+109,272
37
$340M 0.56%
4,032,078
+65,674
38
$337M 0.55%
3,503,590
-29,870
39
$336M 0.55%
4,162,772
+313,424
40
$321M 0.53%
2,500,377
-145,417
41
$319M 0.52%
2,139,461
+36,065
42
$311M 0.51%
1,525,831
+43,832
43
$307M 0.5%
2,721,328
-12,939
44
$307M 0.5%
2,387,764
+88,204
45
$301M 0.49%
4,289,062
+3,954,744
46
$291M 0.48%
3,329,304
-45,324
47
$289M 0.47%
7,945,237
+356,389
48
$288M 0.47%
1,596,817
+49,121
49
$287M 0.47%
1,288,527
+17,009
50
$273M 0.45%
2,955,229
+108,889
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