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
851
$4.62M 0.01%
57,064
+2,941
852
$4.62M 0.01%
364,354
+197,736
853
$4.61M 0.01%
93,150
-17,846
854
$4.6M 0.01%
70,464
-2,782
855
$4.6M 0.01%
159,278
+12,120
856
$4.59M 0.01%
321,082
-34,475
857
$4.59M 0.01%
35,871
+2,673
858
$4.59M 0.01%
+367,234
859
$4.58M 0.01%
36,379
+12,748
860
$4.55M 0.01%
105,414
+5,637
861
$4.52M 0.01%
99,314
+12,931
862
$4.52M 0.01%
98,840
+7,810
863
$4.52M 0.01%
111,347
+2,222
864
$4.49M 0.01%
301,489
-13,089
865
$4.48M 0.01%
130,444
+13,845
866
$4.46M 0.01%
81,367
+3,079
867
$4.44M 0.01%
44,571
-5,194
868
$4.43M 0.01%
259,137
+150,930
869
$4.42M 0.01%
277,023
-10,746
870
$4.42M 0.01%
35,414
-503
871
$4.41M 0.01%
4,273
+19
872
$4.41M 0.01%
166,601
+7,643
873
$4.38M 0.01%
481,367
-21,848
874
$4.38M 0.01%
82,082
-15,835
875
$4.37M 0.01%
57,681
+3,221
33 34
35
36 37