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
551
$9.69M 0.03%
344,093
+335,091
552
$9.68M 0.03%
410,902
+97,345
553
$9.66M 0.03%
668,706
+658,706
554
$9.65M 0.03%
+278,629
555
$9.64M 0.03%
109,167
+5,958
556
$9.58M 0.03%
182,216
+7,968
557
$9.56M 0.03%
931,955
+395,290
558
$9.54M 0.03%
92,551
-10,143
559
$9.54M 0.03%
89,666
-197,054
560
$9.54M 0.03%
174,530
-58,951
561
$9.52M 0.03%
179,768
-16,956
562
$9.51M 0.03%
259,390
+11,710
563
$9.46M 0.03%
129,062
+4,547
564
$9.46M 0.03%
548,467
+3,605
565
$9.44M 0.03%
166,893
+35,429
566
$9.36M 0.03%
163,749
+10,157
567
$9.31M 0.03%
45,687
-567
568
$9.3M 0.03%
587,800
+224,287
569
$9.3M 0.03%
1,000,111
+274,773
570
$9.28M 0.03%
153,238
+929
571
$9.27M 0.03%
61,040
+1,521
572
$9.27M 0.03%
71,067
+9,451
573
$9.24M 0.03%
37,419
+2,579
574
$9.22M 0.03%
206,968
-37,904
575
$9.17M 0.03%
71,129
+6,148
21 22
23
24 25