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
801
$6.68M 0.01%
35,733
-1,044
802
$6.68M 0.01%
84,937
+32,171
803
$6.63M 0.01%
77,479
+2,157
804
$6.62M 0.01%
59,765
+257
805
$6.61M 0.01%
5,524
-282
806
$6.61M 0.01%
49,900
-2,451
807
$6.6M 0.01%
211,588
+1
808
$6.58M 0.01%
79,595
+16,490
809
$6.53M 0.01%
36,659
+4,538
810
$6.52M 0.01%
92,845
+14,227
811
$6.5M 0.01%
149,530
-3,672
812
$6.49M 0.01%
121,333
+66
813
$6.49M 0.01%
263,536
-1,167
814
$6.48M 0.01%
150,472
-1,331
815
$6.46M 0.01%
26,582
-3,734
816
$6.44M 0.01%
1,616
+4
817
$6.44M 0.01%
155,707
-8,588
818
$6.43M 0.01%
99,712
+9,477
819
$6.43M 0.01%
52,314
+4,540
820
$6.43M 0.01%
95,420
-24,795
821
$6.43M 0.01%
111,470
+2,783
822
$6.42M 0.01%
80,029
-14,748
823
$6.42M 0.01%
68,378
+4,641
824
$6.42M 0.01%
151,007
-28,096
825
$6.37M 0.01%
258,687
-4,842
31 32
33
34 35