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
726
$7.93M 0.01%
107,693
+59,270
727
$7.93M 0.01%
221,299
-1,988
728
$7.91M 0.01%
90,461
+21,846
729
$7.91M 0.01%
90,055
+5,464
730
$7.91M 0.01%
25,880
+14,061
731
$7.89M 0.01%
138,707
+13,269
732
$7.88M 0.01%
59,272
+9,942
733
$7.84M 0.01%
94,392
-6,103
734
$7.83M 0.01%
192,202
+8,969
735
$7.76M 0.01%
449,123
+16,885
736
$7.75M 0.01%
60,087
-7,142
737
$7.73M 0.01%
121,212
-3,171
738
$7.73M 0.01%
206,041
+53,285
739
$7.73M 0.01%
56,784
-15,053
740
$7.72M 0.01%
23,422
-132
741
$7.72M 0.01%
123,528
-18,598
742
$7.71M 0.01%
167,364
-43,668
743
$7.69M 0.01%
41,129
-1,196
744
$7.68M 0.01%
35,189
-12,782
745
$7.67M 0.01%
360,495
-5,550
746
$7.66M 0.01%
28,339
+1,220
747
$7.63M 0.01%
159,828
+29,392
748
$7.63M 0.01%
334,144
-1,871
749
$7.61M 0.01%
486,109
-180
750
$7.58M 0.01%
115,002
+2,203
28 29
30
31 32