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
626
$10.5M 0.02%
131,085
-5,600
627
$10.4M 0.02%
90,437
-881
628
$10.3M 0.02%
190,368
+4,385
629
$10.3M 0.02%
49,833
+10,553
630
$10.3M 0.02%
61,872
-908
631
$10.1M 0.02%
518,302
+73,774
632
$10.1M 0.02%
175,037
+21,181
633
$10.1M 0.02%
116,541
-2,678
634
$10M 0.02%
845,037
+255,146
635
$9.99M 0.02%
128,461
-6,570
636
$9.93M 0.02%
68,774
+3,817
637
$9.92M 0.02%
75,040
-7,563
638
$9.88M 0.02%
442,346
+268,371
639
$9.84M 0.02%
142,860
+6,116
640
$9.7M 0.02%
23,539
+630
641
$9.69M 0.02%
123,579
-32,652
642
$9.65M 0.02%
185,522
-43,791
643
$9.65M 0.02%
36,137
-1,939
644
$9.62M 0.02%
261,374
-12,307
645
$9.61M 0.02%
900,197
+19,737
646
$9.59M 0.02%
29,421
-3,408
647
$9.55M 0.02%
261,992
+101,719
648
$9.51M 0.02%
288,251
-13,135
649
$9.5M 0.02%
104,479
+5,558
650
$9.49M 0.02%
292,096
+126,097
24 25
26
27 28