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
476
$12.1M 0.04%
556,668
+6,892
477
$12.1M 0.04%
996,065
+356,212
478
$12M 0.04%
38,736
+1,483
479
$12M 0.04%
464,822
+110,618
480
$12M 0.04%
52,967
-4,123
481
$12M 0.04%
318,544
+14,836
482
$12M 0.04%
183,777
-14,252
483
$12M 0.04%
115,485
-29,684
484
$11.9M 0.04%
174,372
-1,913
485
$11.9M 0.04%
103,131
-4,982
486
$11.9M 0.04%
145,003
+8,182
487
$11.9M 0.04%
221,588
+3,607
488
$11.9M 0.04%
558,294
+25,342
489
$11.9M 0.04%
183,942
-2,853
490
$11.8M 0.04%
685,531
-9,596
491
$11.8M 0.04%
392,918
-20
492
$11.7M 0.04%
547,616
+24,568
493
$11.6M 0.04%
85,474
+14,186
494
$11.5M 0.04%
182,635
+500
495
$11.5M 0.04%
809,504
-88,928
496
$11.4M 0.04%
153,338
+7,796
497
$11.4M 0.04%
196,436
-8,159
498
$11.3M 0.03%
492,946
+57,735
499
$11.3M 0.03%
46,558
+4,013
500
$11.3M 0.03%
614,764
+19,740
18 19
20
21 22