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
651
$9.49M 0.02%
112,640
+13,292
652
$9.48M 0.02%
321,398
+29,851
653
$9.47M 0.02%
610,716
-67,122
654
$9.46M 0.02%
195,230
-8,493
655
$9.44M 0.02%
15,930
-2,358
656
$9.38M 0.02%
180,811
+6,119
657
$9.34M 0.02%
900,815
+19,458
658
$9.33M 0.02%
183,466
-3,120
659
$9.3M 0.02%
151,375
+27,038
660
$9.27M 0.02%
68,430
-7,927
661
$9.25M 0.02%
496,185
+376,947
662
$9.23M 0.02%
115,174
+43,682
663
$9.22M 0.02%
110,885
+2,784
664
$9.22M 0.02%
244,822
-1,756
665
$9.18M 0.02%
442,137
-2,717
666
$9.16M 0.02%
697,960
-115
667
$9.15M 0.02%
283,804
-10,187
668
$9.13M 0.01%
101,892
-9,488
669
$9.1M 0.01%
90,844
+1,031
670
$9.1M 0.01%
106,504
+6,801
671
$9.09M 0.01%
355,547
+57,581
672
$9.07M 0.01%
151,236
+26,769
673
$9.07M 0.01%
98,482
+1,930
674
$8.95M 0.01%
157,906
+8,707
675
$8.95M 0.01%
182,866
+4,481
25 26
27
28 29