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
501
$15.3M 0.03%
246,994
-15,557
502
$15.2M 0.03%
763,933
+299,855
503
$15.2M 0.02%
261,102
+115,701
504
$15.2M 0.02%
96,479
-17,021
505
$15.2M 0.02%
37,984
-1,038
506
$15.2M 0.02%
129,867
+2,771
507
$15.1M 0.02%
325,686
-19,169
508
$15.1M 0.02%
273,628
+66,153
509
$15.1M 0.02%
44,600
-853
510
$15M 0.02%
645,269
+566,053
511
$15M 0.02%
389,381
-46,071
512
$15M 0.02%
240,671
-32,668
513
$14.8M 0.02%
86,576
+440
514
$14.8M 0.02%
89,286
+15,816
515
$14.7M 0.02%
89,280
+17,853
516
$14.7M 0.02%
769,631
+35,125
517
$14.6M 0.02%
163,590
-1,319
518
$14.5M 0.02%
377,281
-1,619
519
$14.5M 0.02%
120,491
+48,569
520
$14.5M 0.02%
574,770
+17,442
521
$14.4M 0.02%
255,118
+17,073
522
$14.4M 0.02%
239,114
+15,965
523
$14.4M 0.02%
35,950
+4,233
524
$14.4M 0.02%
78,276
+617
525
$14.3M 0.02%
190,667
+5,755
19 20
21
22 23