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
901
$5.53M 0.01%
118,379
+12,265
902
$5.51M 0.01%
230,182
+5,300
903
$5.51M 0.01%
219,110
+67,400
904
$5.49M 0.01%
160,759
+2,092
905
$5.49M 0.01%
259,289
+9,235
906
$5.49M 0.01%
79,731
+444
907
$5.48M 0.01%
209,061
-102,992
908
$5.47M 0.01%
69,177
+1,699
909
$5.47M 0.01%
60,964
+5,617
910
$5.46M 0.01%
4,658
+34
911
$5.45M 0.01%
145,312
+9,447
912
$5.45M 0.01%
330,720
-82,779
913
$5.43M 0.01%
82,247
-15,681
914
$5.42M 0.01%
91,096
+2,879
915
$5.4M 0.01%
78,118
+7,518
916
$5.38M 0.01%
35,649
-4,037
917
$5.38M 0.01%
249,726
+167,103
918
$5.38M 0.01%
42,758
-419
919
$5.37M 0.01%
17,716
-4,126
920
$5.37M 0.01%
270,547
+105,484
921
$5.34M 0.01%
144,441
-12,436
922
$5.34M 0.01%
59,660
-361
923
$5.34M 0.01%
116,285
-24,391
924
$5.31M 0.01%
53,176
+37,022
925
$5.31M 0.01%
86,215
+1,869
35 36
37
38 39