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
726
$6.08M 0.02%
60,261
+2,769
727
$6.08M 0.02%
283,460
+43,245
728
$6.08M 0.02%
161,114
-3,792
729
$6.08M 0.02%
275,240
+78,619
730
$6.07M 0.02%
219,162
+38,748
731
$6.06M 0.02%
116,426
+46,590
732
$6.03M 0.02%
199,073
+35,649
733
$6M 0.02%
215,185
+11,930
734
$5.99M 0.02%
262,440
+2,880
735
$5.97M 0.02%
146,946
+1,598
736
$5.96M 0.02%
44,874
+2,767
737
$5.95M 0.02%
543,245
-1,575
738
$5.95M 0.02%
147,762
+8,451
739
$5.93M 0.02%
204,127
-38,541
740
$5.88M 0.02%
402,431
+45,636
741
$5.88M 0.02%
104,630
+14,065
742
$5.87M 0.02%
146,548
+8,423
743
$5.87M 0.02%
363,134
+343,402
744
$5.85M 0.02%
83,318
+33,765
745
$5.82M 0.02%
171,003
+38,991
746
$5.82M 0.02%
123,338
+4,113
747
$5.81M 0.02%
122,449
+5,056
748
$5.81M 0.02%
29,030
-8,806
749
$5.8M 0.02%
87,553
+15,158
750
$5.79M 0.02%
266,791
+863
28 29
30
31 32