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
651
$7.09M 0.02%
354,579
+44,146
652
$7.06M 0.02%
57,959
-141,896
653
$7.04M 0.02%
357,774
-518,420
654
$7.03M 0.02%
123,319
+14,498
655
$7.02M 0.02%
139,414
+10,725
656
$7M 0.02%
108,854
-21,731
657
$6.97M 0.02%
545,644
+101,764
658
$6.95M 0.02%
799,081
+28,770
659
$6.95M 0.02%
59,645
+3,130
660
$6.94M 0.02%
133,997
-174,989
661
$6.93M 0.02%
419,608
+444
662
$6.9M 0.02%
46,448
-10,645
663
$6.83M 0.02%
378,945
+297,385
664
$6.83M 0.02%
59,482
-6,553
665
$6.83M 0.02%
167,022
+50
666
$6.82M 0.02%
82,204
+21,028
667
$6.8M 0.02%
127,054
+5,342
668
$6.78M 0.02%
227,350
+932
669
$6.77M 0.02%
6,446
+721
670
$6.76M 0.02%
502,841
+293,103
671
$6.75M 0.02%
161,112
-126,490
672
$6.75M 0.02%
140,595
-5,536
673
$6.75M 0.02%
68,420
-6,525
674
$6.7M 0.02%
218,157
-2,206
675
$6.66M 0.02%
111,517
-20,939
25 26
27
28 29