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
776
$5.48M 0.02%
83,817
+1,739
777
$5.48M 0.02%
337,596
+228,741
778
$5.47M 0.02%
208,060
+22,580
779
$5.46M 0.02%
63,615
-19,342
780
$5.44M 0.02%
42,610
-209
781
$5.41M 0.02%
50,151
-1,290
782
$5.41M 0.02%
206,034
-24,657
783
$5.38M 0.02%
130,560
-63,593
784
$5.36M 0.02%
92,460
-14,497
785
$5.35M 0.02%
106,516
+29,011
786
$5.34M 0.02%
35,275
-396
787
$5.32M 0.02%
184,204
+52,209
788
$5.31M 0.02%
135,649
-154,689
789
$5.29M 0.02%
78,265
+1,089
790
$5.29M 0.02%
50,334
+119
791
$5.28M 0.02%
62,353
+3,006
792
$5.27M 0.02%
78,874
-1,650
793
$5.27M 0.02%
77,400
-2,816
794
$5.27M 0.02%
106,524
+16,368
795
$5.25M 0.02%
81,729
-791
796
$5.24M 0.02%
87,562
+9,313
797
$5.23M 0.02%
117,075
-6,002
798
$5.23M 0.02%
300,021
+40,747
799
$5.22M 0.02%
285,457
+270,551
800
$5.21M 0.02%
162,590
+8,857
30 31
32
33 34