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
551
$13.2M 0.02%
137,044
-2,236
552
$13.1M 0.02%
201,697
-4,702
553
$13.1M 0.02%
640,088
+2,379
554
$13.1M 0.02%
100,490
+12,408
555
$13.1M 0.02%
142,085
+266
556
$13M 0.02%
240,949
+158,594
557
$13M 0.02%
230,341
+52,335
558
$12.9M 0.02%
335,801
-62,588
559
$12.8M 0.02%
231,617
+2,373
560
$12.8M 0.02%
164,312
+108,273
561
$12.8M 0.02%
534,088
-234,895
562
$12.8M 0.02%
335,636
-45,885
563
$12.7M 0.02%
443,626
+31,788
564
$12.7M 0.02%
191,900
-3,008
565
$12.7M 0.02%
87,639
-333
566
$12.6M 0.02%
56,437
+74
567
$12.5M 0.02%
73,542
+6,297
568
$12.5M 0.02%
138,840
+552
569
$12.4M 0.02%
196,463
+50,415
570
$12.4M 0.02%
147,918
-4,249
571
$12.3M 0.02%
43,860
+1,201
572
$12.3M 0.02%
442,503
+107,351
573
$12.3M 0.02%
54,841
+2,536
574
$12.3M 0.02%
126,005
+66,670
575
$12.2M 0.02%
226,884
-1,386,389
21 22
23
24 25