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
826
$4.88M 0.02%
107,996
+3,365
827
$4.86M 0.01%
66,721
-31,372
828
$4.84M 0.01%
+57,214
829
$4.84M 0.01%
63,462
+13,164
830
$4.84M 0.01%
146,275
+13,636
831
$4.83M 0.01%
203,603
-143
832
$4.82M 0.01%
207,281
-4,241
833
$4.82M 0.01%
200,383
-1,069
834
$4.8M 0.01%
70,145
-3,786
835
$4.8M 0.01%
72,827
+2,501
836
$4.78M 0.01%
104,156
-10,912
837
$4.77M 0.01%
363,388
-13,465
838
$4.76M 0.01%
83,775
+9,342
839
$4.76M 0.01%
99,689
-55,990
840
$4.76M 0.01%
3,044
+106
841
$4.75M 0.01%
298,650
-24,991
842
$4.75M 0.01%
44,001
+7,955
843
$4.74M 0.01%
29,754
+5,083
844
$4.73M 0.01%
380,193
+158,061
845
$4.72M 0.01%
76,288
+6,710
846
$4.71M 0.01%
64,563
-16,516
847
$4.68M 0.01%
218,333
+199,918
848
$4.63M 0.01%
158,321
-11,917
849
$4.63M 0.01%
68,641
-13,171
850
$4.62M 0.01%
209,133
-178
32 33
34
35 36