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
876
$5.72M 0.01%
34,009
+136
877
$5.7M 0.01%
96,525
-357
878
$5.7M 0.01%
136,308
-3,226
879
$5.7M 0.01%
+288,666
880
$5.7M 0.01%
84,337
-4,394
881
$5.69M 0.01%
51,776
-1,405
882
$5.68M 0.01%
131,324
+68,906
883
$5.66M 0.01%
210,261
-93,233
884
$5.65M 0.01%
72,079
-1,186
885
$5.62M 0.01%
242,845
-92,361
886
$5.62M 0.01%
42,580
-4,522
887
$5.62M 0.01%
194,362
-22,319
888
$5.6M 0.01%
208,180
+17,330
889
$5.6M 0.01%
102,282
+30,610
890
$5.58M 0.01%
184,457
+116,669
891
$5.58M 0.01%
90,015
-4,414
892
$5.57M 0.01%
40,489
-3,121
893
$5.57M 0.01%
33,362
+208
894
$5.56M 0.01%
334,504
-53,940
895
$5.56M 0.01%
145,986
+17,517
896
$5.56M 0.01%
190,352
-526,926
897
$5.56M 0.01%
683,681
+17,200
898
$5.55M 0.01%
18,816
+2,409
899
$5.54M 0.01%
241,924
-39,928
900
$5.54M 0.01%
110,071
+48,650
34 35
36
37 38