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
926
$5.29M 0.01%
130,743
+3,544
927
$5.26M 0.01%
120,294
+529
928
$5.25M 0.01%
152,409
+15,925
929
$5.24M 0.01%
210,978
-24,215
930
$5.24M 0.01%
46,634
-6,231
931
$5.22M 0.01%
90,539
-1,266
932
$5.21M 0.01%
96,877
+9,442
933
$5.19M 0.01%
77,839
+2,516
934
$5.19M 0.01%
78,468
-1,863
935
$5.18M 0.01%
281,204
+7,520
936
$5.17M 0.01%
127,300
-6,873
937
$5.17M 0.01%
84,768
-1,147
938
$5.17M 0.01%
434,972
-18,746
939
$5.15M 0.01%
453,202
+83,936
940
$5.13M 0.01%
142,540
+4,523
941
$5.12M 0.01%
154,716
-3,241
942
$5.09M 0.01%
43,322
-11,994
943
$5.08M 0.01%
310,975
+46,769
944
$5.08M 0.01%
99,649
-502
945
$5.07M 0.01%
90,403
-12,073
946
$5.07M 0.01%
29,061
-1,269
947
$5.04M 0.01%
264,571
+74,358
948
$5.04M 0.01%
33,524
+7,092
949
$5.02M 0.01%
101,507
-626
950
$5.02M 0.01%
378,880
+93,260
36 37
38
39 40