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
701
$6.38M 0.02%
146,980
-23,998
702
$6.38M 0.02%
113,187
-7,986
703
$6.38M 0.02%
130,162
-20,530
704
$6.38M 0.02%
133,926
+39,854
705
$6.34M 0.02%
182,719
+1,492
706
$6.32M 0.02%
81,077
+2,214
707
$6.3M 0.02%
254,129
-11,661
708
$6.28M 0.02%
77,260
+234
709
$6.28M 0.02%
106,942
+4,402
710
$6.25M 0.02%
427,150
+317,020
711
$6.24M 0.02%
133,473
+15,134
712
$6.22M 0.02%
393,171
+265
713
$6.21M 0.02%
104,274
+46,219
714
$6.2M 0.02%
63,388
+3,507
715
$6.17M 0.02%
172,488
-7,549
716
$6.17M 0.02%
124,142
+47,917
717
$6.17M 0.02%
194,167
-64,709
718
$6.15M 0.02%
59,651
-194
719
$6.14M 0.02%
207,937
+23,680
720
$6.14M 0.02%
124,893
+6,563
721
$6.14M 0.02%
415,860
-32,996
722
$6.14M 0.02%
65,707
-815
723
$6.11M 0.02%
37,086
+3,354
724
$6.09M 0.02%
124,415
-107,215
725
$6.09M 0.02%
1,808,616
-1,109,469
27 28
29
30 31