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
926
$3.74M 0.01%
64,903
+559
927
$3.73M 0.01%
80,498
+3,347
928
$3.72M 0.01%
88,657
+35,985
929
$3.72M 0.01%
149,672
+9,928
930
$3.72M 0.01%
121,887
-2,841
931
$3.71M 0.01%
28,810
-9,398
932
$3.7M 0.01%
208,842
-6,244
933
$3.69M 0.01%
98,995
+17,578
934
$3.66M 0.01%
24,822
+550
935
$3.66M 0.01%
204,570
+49,373
936
$3.66M 0.01%
52,232
-1,664
937
$3.65M 0.01%
95,294
+29,868
938
$3.64M 0.01%
144,878
-2,090
939
$3.64M 0.01%
102,000
940
$3.63M 0.01%
114,265
+83,982
941
$3.62M 0.01%
82,969
+2,674
942
$3.61M 0.01%
264,657
+8,744
943
$3.61M 0.01%
44,448
+232
944
$3.6M 0.01%
162,258
+30,919
945
$3.6M 0.01%
270,827
+163,432
946
$3.6M 0.01%
329,138
-6,456
947
$3.58M 0.01%
16,397
-1,192
948
$3.58M 0.01%
833,781
+190,430
949
$3.56M 0.01%
508,764
+370,860
950
$3.56M 0.01%
16,759
-27,188
36 37
38
39 40