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
626
$7.81M 0.02%
363,619
-18,900
627
$7.76M 0.02%
158,489
-2,163
628
$7.75M 0.02%
113,840
+20,346
629
$7.74M 0.02%
342,279
+53,974
630
$7.72M 0.02%
326,890
-4,441
631
$7.59M 0.02%
104,060
+149
632
$7.57M 0.02%
61,532
+7,109
633
$7.48M 0.02%
145,298
+35,206
634
$7.46M 0.02%
195,240
-29,256
635
$7.41M 0.02%
155,598
+1,511
636
$7.39M 0.02%
151,546
+691
637
$7.39M 0.02%
137,682
-22,143
638
$7.37M 0.02%
141,246
+3,286
639
$7.35M 0.02%
477,905
+173,830
640
$7.34M 0.02%
167,338
+17,241
641
$7.31M 0.02%
290,834
+737
642
$7.24M 0.02%
32,473
-3,615
643
$7.24M 0.02%
104,820
-1,456
644
$7.21M 0.02%
145,221
-3,471
645
$7.19M 0.02%
65,707
+2,944
646
$7.17M 0.02%
72,127
+4,623
647
$7.15M 0.02%
375,328
-45,936
648
$7.14M 0.02%
42,369
+1,401
649
$7.14M 0.02%
95,719
-4,335
650
$7.11M 0.02%
68,141
-3,460
24 25
26
27 28