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
701
$8.38M 0.01%
62,187
-1,102
702
$8.36M 0.01%
149,810
+1,946
703
$8.31M 0.01%
220,787
+3,673
704
$8.29M 0.01%
232,207
-4,407
705
$8.29M 0.01%
173,993
+12,906
706
$8.28M 0.01%
181,603
+10,910
707
$8.26M 0.01%
91,833
+429
708
$8.22M 0.01%
81,000
+49,012
709
$8.2M 0.01%
186,627
+8,096
710
$8.18M 0.01%
137,313
-22,163
711
$8.18M 0.01%
308,441
+28,574
712
$8.14M 0.01%
191,296
+9,668
713
$8.11M 0.01%
67,208
-3,576
714
$8.1M 0.01%
179,335
-911
715
$8.09M 0.01%
44,024
-6,047
716
$8.06M 0.01%
98,450
-5,614
717
$8.04M 0.01%
412,053
+95,662
718
$8.04M 0.01%
124,999
-30,886
719
$8.03M 0.01%
80,545
-144
720
$8.03M 0.01%
111,753
+22,629
721
$8.02M 0.01%
291,420
+17,410
722
$7.99M 0.01%
438,219
+13,046
723
$7.97M 0.01%
110,774
-11,083
724
$7.97M 0.01%
163,543
+7,548
725
$7.95M 0.01%
454,287
-81,712
27 28
29
30 31