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
526
$10.5M 0.03%
138,142
+4,834
527
$10.4M 0.03%
293,075
+8,798
528
$10.3M 0.03%
206,546
+2,184
529
$10.3M 0.03%
344,992
+22,619
530
$10.3M 0.03%
534,030
+8,610
531
$10.3M 0.03%
59,464
-743
532
$10.2M 0.03%
138,587
-3,078
533
$10.2M 0.03%
93,010
-26,486
534
$10.1M 0.03%
+617,495
535
$10.1M 0.03%
417,500
+7,284
536
$10.1M 0.03%
160,426
+8,862
537
$9.99M 0.03%
165,588
+33,272
538
$9.97M 0.03%
211,528
+7,019
539
$9.97M 0.03%
224,700
-17,120
540
$9.96M 0.03%
248,679
+18,288
541
$9.95M 0.03%
64,608
+781
542
$9.93M 0.03%
297,397
-28,585
543
$9.92M 0.03%
+191,379
544
$9.8M 0.03%
33,968
-2,033
545
$9.78M 0.03%
232,425
+117,746
546
$9.77M 0.03%
751,300
+13,247
547
$9.74M 0.03%
90,519
-1,551
548
$9.73M 0.03%
94,860
+5,112
549
$9.72M 0.03%
165,796
+3,159
550
$9.7M 0.03%
184,752
+11,515
20 21
22
23 24