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
751
$5.79M 0.02%
101,240
-39
752
$5.78M 0.02%
45,110
+10,607
753
$5.73M 0.02%
117,693
-4,820
754
$5.72M 0.02%
94,044
+3,357
755
$5.71M 0.02%
341,419
+2,950
756
$5.65M 0.02%
91,645
-515
757
$5.65M 0.02%
88,793
-894
758
$5.63M 0.02%
148,053
+19,239
759
$5.62M 0.02%
5,197
-246
760
$5.61M 0.02%
101,675
-77,996
761
$5.6M 0.02%
32,795
+7,801
762
$5.59M 0.02%
202,117
+2,051
763
$5.59M 0.02%
121,876
-2,336
764
$5.55M 0.02%
59,024
-147
765
$5.55M 0.02%
145,557
766
$5.54M 0.02%
235,757
+21,837
767
$5.54M 0.02%
87,980
-2,151
768
$5.54M 0.02%
299,853
+256,944
769
$5.53M 0.02%
184,116
+15
770
$5.53M 0.02%
157,051
+654
771
$5.52M 0.02%
122,747
-123,115
772
$5.51M 0.02%
1,674,516
-84,427
773
$5.5M 0.02%
250,888
-199,861
774
$5.49M 0.02%
58,523
+2,968
775
$5.48M 0.02%
85,009
-31,061
29 30
31
32 33