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
751
$7.54M 0.01%
132,891
-2,734
752
$7.54M 0.01%
226,820
+14,078
753
$7.47M 0.01%
323,009
-30,727
754
$7.45M 0.01%
68,389
+2,682
755
$7.41M 0.01%
154,168
+98,285
756
$7.39M 0.01%
74,738
-1,086
757
$7.38M 0.01%
146,676
+2,804
758
$7.37M 0.01%
299,682
-110,662
759
$7.36M 0.01%
220,279
+30,144
760
$7.36M 0.01%
231,031
-25,107
761
$7.34M 0.01%
108,604
-47,199
762
$7.31M 0.01%
236,990
-13,425
763
$7.29M 0.01%
39,260
-1,706
764
$7.28M 0.01%
967,931
-73,606
765
$7.25M 0.01%
44,350
+309
766
$7.23M 0.01%
355,850
+231,744
767
$7.23M 0.01%
66,847
+3,210
768
$7.23M 0.01%
168,615
-19,255
769
$7.22M 0.01%
257,550
+251,553
770
$7.21M 0.01%
111,448
-4,355
771
$7.19M 0.01%
180,956
+965
772
$7.18M 0.01%
25,963
+763
773
$7.16M 0.01%
60,563
-5,472
774
$7.14M 0.01%
568,812
+26,058
775
$7.11M 0.01%
110,357
+55,577
29 30
31
32 33