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
601
$11.3M 0.02%
38,656
+85
602
$11.3M 0.02%
124,065
+23,724
603
$11.2M 0.02%
222,686
-3,119
604
$11.2M 0.02%
75,504
-3,492
605
$11.2M 0.02%
666,534
+239,485
606
$11.1M 0.02%
428,150
-160,912
607
$11M 0.02%
274,200
+3,429
608
$11M 0.02%
244,103
+37,563
609
$11M 0.02%
192,925
+4,188
610
$11M 0.02%
779,790
+22,458
611
$11M 0.02%
967,016
+51,552
612
$10.9M 0.02%
182,394
-4,516
613
$10.9M 0.02%
254,193
-21,088
614
$10.8M 0.02%
65,223
-6,646
615
$10.8M 0.02%
479,813
-14,655
616
$10.8M 0.02%
939,810
-37,637
617
$10.8M 0.02%
192,487
+17,793
618
$10.7M 0.02%
9,914
-2,450
619
$10.7M 0.02%
121,422
+597
620
$10.7M 0.02%
334,929
+11,906
621
$10.7M 0.02%
466,751
+9,939
622
$10.7M 0.02%
123,316
+1,061
623
$10.7M 0.02%
185,573
+13,621
624
$10.6M 0.02%
30,546
+1,167
625
$10.5M 0.02%
164,016
-17,444
23 24
25
26 27