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
876
$4.37M 0.01%
56,399
+8,975
877
$4.33M 0.01%
273,815
+164,445
878
$4.29M 0.01%
25,564
+370
879
$4.29M 0.01%
73,108
+10,404
880
$4.29M 0.01%
32,489
-947
881
$4.29M 0.01%
78,254
+4,779
882
$4.26M 0.01%
15,134
-820
883
$4.24M 0.01%
187,865
+59,810
884
$4.24M 0.01%
+115,474
885
$4.21M 0.01%
64,756
-20,522
886
$4.21M 0.01%
62,201
+41,679
887
$4.21M 0.01%
103,549
+67,768
888
$4.21M 0.01%
84,979
+2,030
889
$4.2M 0.01%
40,819
-342
890
$4.19M 0.01%
88,261
+4,561
891
$4.19M 0.01%
74,215
-9
892
$4.18M 0.01%
24,267
+3,406
893
$4.17M 0.01%
162,070
-1,225
894
$4.15M 0.01%
65,718
+10,403
895
$4.14M 0.01%
35,902
+1,249
896
$4.14M 0.01%
81,350
-81,000
897
$4.12M 0.01%
114,011
+12
898
$4.11M 0.01%
38,431
-5,388
899
$4.06M 0.01%
221,277
+132,502
900
$4.06M 0.01%
56,862
-4,491
34 35
36
37 38