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
951
$3.56M 0.01%
65,767
-3,881
952
$3.55M 0.01%
141,483
+18,939
953
$3.54M 0.01%
49,005
-2,455
954
$3.53M 0.01%
295,658
+50,903
955
$3.52M 0.01%
23,473
-632
956
$3.51M 0.01%
117,893
-2,411
957
$3.51M 0.01%
217,686
+81,030
958
$3.47M 0.01%
65,874
+16,595
959
$3.46M 0.01%
191,503
+129,026
960
$3.46M 0.01%
166,332
-43,122
961
$3.45M 0.01%
20,250
+107
962
$3.45M 0.01%
41,239
+7,413
963
$3.44M 0.01%
88,633
-9,770
964
$3.43M 0.01%
35,783
+24,428
965
$3.43M 0.01%
103,033
+1,619
966
$3.41M 0.01%
224,187
-5,252
967
$3.39M 0.01%
53,192
-2,993
968
$3.38M 0.01%
200,920
-9,352
969
$3.38M 0.01%
31,214
+5,834
970
$3.37M 0.01%
104,726
+2,669
971
$3.36M 0.01%
37,270
-2,759
972
$3.35M 0.01%
177,684
+10,042
973
$3.35M 0.01%
35,618
+26,197
974
$3.35M 0.01%
31,875
-343
975
$3.34M 0.01%
95,425
+6,503
37 38
39
40 41