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
526
$14.3M 0.02%
210,123
-488
527
$14.2M 0.02%
136,612
-1,892
528
$13.9M 0.02%
243,759
+5,079
529
$13.8M 0.02%
555,967
-119,426
530
$13.8M 0.02%
165,833
-22,663
531
$13.8M 0.02%
193,620
-2,241
532
$13.8M 0.02%
612,149
-79,673
533
$13.7M 0.02%
195,534
-39,772
534
$13.7M 0.02%
216,596
-29,686
535
$13.7M 0.02%
277,103
+5,751
536
$13.6M 0.02%
47,878
+2,087
537
$13.6M 0.02%
307,179
+27,657
538
$13.6M 0.02%
25,867
-336
539
$13.6M 0.02%
443,563
-5,488
540
$13.6M 0.02%
268,867
+25,928
541
$13.5M 0.02%
86,777
-8,364
542
$13.5M 0.02%
96,397
+1,593
543
$13.5M 0.02%
345,272
-119,867
544
$13.5M 0.02%
126,039
-78,504
545
$13.5M 0.02%
91,246
-6,443
546
$13.4M 0.02%
48,304
-1,393
547
$13.4M 0.02%
131,749
-1,289
548
$13.3M 0.02%
470,684
+18,348
549
$13.3M 0.02%
300,013
-6,307
550
$13.3M 0.02%
151,290
+78
20 21
22
23 24