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
901
$4.06M 0.01%
156,966
+10,679
902
$4.01M 0.01%
172,487
-7,870
903
$4M 0.01%
3,190
-119
904
$4M 0.01%
157,059
-5,190
905
$3.94M 0.01%
109,675
+21,146
906
$3.94M 0.01%
89,449
+7,865
907
$3.91M 0.01%
171,697
+7,101
908
$3.9M 0.01%
122,816
909
$3.9M 0.01%
122,341
+10,063
910
$3.88M 0.01%
15,099
+52
911
$3.88M 0.01%
39,207
+7,029
912
$3.85M 0.01%
62,703
+15,407
913
$3.84M 0.01%
45,876
+1,377
914
$3.83M 0.01%
65,941
-3,171
915
$3.83M 0.01%
30,926
+5,369
916
$3.82M 0.01%
31,944
+32
917
$3.81M 0.01%
173,333
-14,087
918
$3.81M 0.01%
445,200
-63,300
919
$3.8M 0.01%
34,295
-287
920
$3.8M 0.01%
64,165
-711
921
$3.79M 0.01%
103,990
+6,070
922
$3.78M 0.01%
108,847
-54,343
923
$3.75M 0.01%
95,057
+39,721
924
$3.75M 0.01%
149,102
-5,761
925
$3.74M 0.01%
216,274
+65,149
35 36
37
38 39