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
676
$8.94M 0.01%
205,349
-4,813
677
$8.93M 0.01%
510,693
-2,809
678
$8.9M 0.01%
24,574
+5,031
679
$8.88M 0.01%
112,297
+3,874
680
$8.87M 0.01%
124,929
+4,716
681
$8.85M 0.01%
110,587
-68,388
682
$8.8M 0.01%
4,110
-474
683
$8.78M 0.01%
102,986
-48,745
684
$8.78M 0.01%
339,842
-508,741
685
$8.76M 0.01%
398,619
-269,382
686
$8.75M 0.01%
181,020
+27,231
687
$8.73M 0.01%
184,515
-3,619
688
$8.71M 0.01%
70,580
-1,194
689
$8.68M 0.01%
59,908
+1,583
690
$8.68M 0.01%
101,158
-6,240
691
$8.66M 0.01%
83,809
+10,951
692
$8.66M 0.01%
74,790
+1,992
693
$8.64M 0.01%
74,132
+3,023
694
$8.59M 0.01%
20,346
-183
695
$8.56M 0.01%
67,767
+2,005
696
$8.53M 0.01%
196,029
-1,969
697
$8.48M 0.01%
444,052
+133,298
698
$8.46M 0.01%
49,007
+1,511
699
$8.4M 0.01%
216,477
+101,488
700
$8.39M 0.01%
87,187
+49,155
26 27
28
29 30