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
476
$16.9M 0.03%
121,605
+179
477
$16.8M 0.03%
97,634
+3,041
478
$16.7M 0.03%
136,180
-180
479
$16.6M 0.03%
661,779
+277,576
480
$16.5M 0.03%
62,317
+4,088
481
$16.5M 0.03%
475,113
-3,483
482
$16.4M 0.03%
66,598
-1,590
483
$16.4M 0.03%
380,698
+30,729
484
$16.4M 0.03%
107,520
+10,750
485
$16.3M 0.03%
1,872,345
+97,536
486
$16.2M 0.03%
180,110
+21,434
487
$16.1M 0.03%
697,650
-4,598
488
$16M 0.03%
157,141
-64,886
489
$15.9M 0.03%
228,939
-17,777
490
$15.9M 0.03%
280,738
+4,105
491
$15.9M 0.03%
165,222
-100,737
492
$15.8M 0.03%
192,284
-2,369
493
$15.7M 0.03%
985,632
-11,828
494
$15.5M 0.03%
77,983
+5,163
495
$15.5M 0.03%
376,645
-16,373
496
$15.4M 0.03%
45,326
+11,863
497
$15.4M 0.03%
65,373
+664
498
$15.3M 0.03%
391,623
-72,084
499
$15.3M 0.03%
430,193
+14,827
500
$15.3M 0.03%
301,495
+30,555
18 19
20
21 22