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
51
$133M 0.41%
3,144,227
-22,774
52
$131M 0.4%
538,848
-20,266
53
$129M 0.4%
1,007,251
+84,937
54
$129M 0.4%
4,531,185
+209,679
55
$128M 0.39%
2,681,750
-383,280
56
$127M 0.39%
2,288,373
-89,956
57
$126M 0.39%
884,880
-37,825
58
$126M 0.39%
673,547
+1,800
59
$121M 0.37%
2,733,065
+203,966
60
$118M 0.36%
571,252
+1,570
61
$118M 0.36%
1,457,504
+90,583
62
$115M 0.35%
592,305
+69,434
63
$114M 0.35%
1,438,641
-68,328
64
$112M 0.34%
1,604,850
+17,832
65
$112M 0.34%
921,058
+35,188
66
$111M 0.34%
1,610,606
-37,957
67
$110M 0.34%
1,284,396
+25,915
68
$109M 0.34%
762,098
+24,847
69
$103M 0.32%
985,971
+77,439
70
$103M 0.32%
977,025
+21,171
71
$102M 0.31%
946,132
+13,070
72
$102M 0.31%
1,445,853
-42,120
73
$100M 0.31%
543,865
+17,614
74
$100M 0.31%
1,173,580
-10,708
75
$99.3M 0.3%
601,808
+27,662
1 2
3
4 5