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
676
$6.66M 0.02%
153,026
-17,850
677
$6.65M 0.02%
68,982
-4,604
678
$6.65M 0.02%
78,408
-500
679
$6.65M 0.02%
88,069
+3,578
680
$6.65M 0.02%
298,388
+53,721
681
$6.61M 0.02%
218,736
-37,790
682
$6.59M 0.02%
251,839
+222,414
683
$6.59M 0.02%
187,746
+504
684
$6.59M 0.02%
66,599
+8,115
685
$6.58M 0.02%
109,408
+5,924
686
$6.58M 0.02%
213,622
+23,951
687
$6.55M 0.02%
112,060
+9,454
688
$6.55M 0.02%
99,258
+8,301
689
$6.54M 0.02%
204,136
-75,848
690
$6.54M 0.02%
2,108,307
-56,443
691
$6.53M 0.02%
273,101
-2,632
692
$6.52M 0.02%
393,716
+12,892
693
$6.49M 0.02%
158,363
-41,910
694
$6.48M 0.02%
109,814
+2,383
695
$6.47M 0.02%
225,859
+42,046
696
$6.46M 0.02%
103,755
-16,327
697
$6.45M 0.02%
5,112
+503
698
$6.44M 0.02%
136,743
+11,275
699
$6.42M 0.02%
201,975
-51,380
700
$6.42M 0.02%
93,017
+1,756
26 27
28
29 30