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
601
$8.42M 0.03%
60,231
+9,040
602
$8.4M 0.03%
109,061
+131
603
$8.37M 0.03%
398,719
-7,679
604
$8.35M 0.03%
95,001
+47,009
605
$8.35M 0.03%
254,052
-15,847
606
$8.34M 0.03%
44,851
-8,284
607
$8.33M 0.03%
322,063
+23,713
608
$8.32M 0.03%
176,601
+122,703
609
$8.23M 0.03%
237,633
+170,767
610
$8.22M 0.03%
177,359
-3,572
611
$8.16M 0.03%
644,837
+84,722
612
$8.13M 0.02%
642,054
+97,323
613
$8.1M 0.02%
73,806
-1,352
614
$8.08M 0.02%
47,414
+26,558
615
$8.07M 0.02%
87,443
-5,876
616
$8.03M 0.02%
117,275
-3,448
617
$8.01M 0.02%
84,007
-2,216
618
$7.98M 0.02%
515,777
+49,161
619
$7.97M 0.02%
259,798
-688,562
620
$7.91M 0.02%
57,553
+2,942
621
$7.9M 0.02%
236,536
-58,432
622
$7.89M 0.02%
136,333
+4,349
623
$7.89M 0.02%
102,374
-3,003
624
$7.83M 0.02%
127,340
+32,146
625
$7.82M 0.02%
59,427
-10,362
23 24
25
26 27