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
576
$9.15M 0.03%
1,149,908
+247,326
577
$9.1M 0.03%
113,031
-11,548
578
$9.1M 0.03%
199,816
+3,019
579
$9.04M 0.03%
198,753
+25,924
580
$9.03M 0.03%
93,140
+39,760
581
$9.02M 0.03%
74,227
-11,062
582
$9.02M 0.03%
97,249
-4,298
583
$9.01M 0.03%
100,582
-8,966
584
$9M 0.03%
370,444
+3,922
585
$8.97M 0.03%
211,512
-39,189
586
$8.94M 0.03%
145,023
-205,215
587
$8.88M 0.03%
82,480
+2,008
588
$8.85M 0.03%
185,933
+28,702
589
$8.84M 0.03%
172,696
+8,622
590
$8.84M 0.03%
541,175
+19,717
591
$8.79M 0.03%
68,142
+1,925
592
$8.65M 0.03%
31,556
-358
593
$8.61M 0.03%
162,241
-14,007
594
$8.6M 0.03%
91,959
+7,352
595
$8.58M 0.03%
352,095
+12,382
596
$8.51M 0.03%
153,715
-5,410
597
$8.49M 0.03%
181,893
+60,044
598
$8.47M 0.03%
100,026
-7,322
599
$8.46M 0.03%
104,076
-4,173
600
$8.44M 0.03%
465,411
+116,685
22 23
24
25 26