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
576
$12.2M 0.02%
27,955
-286
577
$12.2M 0.02%
466,774
+22,156
578
$12.1M 0.02%
115,604
+134
579
$12.1M 0.02%
35,982
-535
580
$12M 0.02%
939,030
+800
581
$12M 0.02%
1,119,954
+137,592
582
$12M 0.02%
218,387
+448
583
$12M 0.02%
203,477
-25,121
584
$11.9M 0.02%
195,132
-4,854
585
$11.9M 0.02%
161,691
-5,666
586
$11.8M 0.02%
145,721
+2,970
587
$11.8M 0.02%
173,828
-46,262
588
$11.8M 0.02%
157,141
-50
589
$11.7M 0.02%
247,746
+31,454
590
$11.7M 0.02%
569,073
+507,265
591
$11.6M 0.02%
88,627
-4,312
592
$11.6M 0.02%
526,340
-22,871
593
$11.6M 0.02%
169,056
-537
594
$11.5M 0.02%
55,723
+1,136
595
$11.5M 0.02%
229,726
-89,577
596
$11.5M 0.02%
235,458
+19,650
597
$11.4M 0.02%
173,857
-7,385
598
$11.4M 0.02%
406,565
-16,915
599
$11.4M 0.02%
290,184
-77,423
600
$11.4M 0.02%
54,803
-3,901
22 23
24
25 26