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
776
$7.11M 0.01%
330,665
+322,175
777
$7.06M 0.01%
199,162
-127,593
778
$7.05M 0.01%
97,495
+7,836
779
$7.03M 0.01%
313,778
+202,097
780
$7.01M 0.01%
116,041
-6,437
781
$7.01M 0.01%
824,578
+11,174
782
$6.97M 0.01%
141,862
-808
783
$6.97M 0.01%
79,739
+1,861
784
$6.96M 0.01%
124,964
-39,661
785
$6.92M 0.01%
171,539
-950
786
$6.92M 0.01%
286,732
+227,222
787
$6.91M 0.01%
63,365
-2,528
788
$6.89M 0.01%
183,376
+5,636
789
$6.86M 0.01%
86,608
+123
790
$6.86M 0.01%
135,841
+97,341
791
$6.8M 0.01%
66,101
+20,105
792
$6.8M 0.01%
153,606
+6,088
793
$6.78M 0.01%
43,095
-1,259
794
$6.74M 0.01%
42,765
+5,837
795
$6.73M 0.01%
137,346
-218
796
$6.73M 0.01%
134,458
-22,104
797
$6.7M 0.01%
100,322
-3,436
798
$6.7M 0.01%
333,712
+25,671
799
$6.69M 0.01%
240,737
+11,300
800
$6.69M 0.01%
109,033
+14,182
30 31
32
33 34