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
851
$6.06M 0.01%
236,255
-213,085
852
$6.05M 0.01%
52,601
+3,941
853
$6.04M 0.01%
100,922
-10,480
854
$6.04M 0.01%
106,089
-1,781
855
$6.04M 0.01%
78,078
-45,384
856
$6.02M 0.01%
122,584
+97,890
857
$6M 0.01%
20,388
+1,454
858
$6M 0.01%
102,983
-588
859
$5.99M 0.01%
192,607
+1,421
860
$5.98M 0.01%
154,510
+4,547
861
$5.96M 0.01%
116,508
-2,486
862
$5.96M 0.01%
122,936
+65,418
863
$5.96M 0.01%
74,912
+4,074
864
$5.95M 0.01%
89,350
-594
865
$5.95M 0.01%
96,137
-71,783
866
$5.92M 0.01%
129,386
+83,491
867
$5.92M 0.01%
114,398
+2,107
868
$5.89M 0.01%
174,261
+38,489
869
$5.89M 0.01%
117,535
+2,815
870
$5.89M 0.01%
78,491
+4,508
871
$5.88M 0.01%
89,892
+2,133
872
$5.85M 0.01%
77,677
+2,964
873
$5.84M 0.01%
118,163
-24,562
874
$5.79M 0.01%
45,208
+2,311
875
$5.77M 0.01%
60,287
+1,350
33 34
35
36 37