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
76
$99M 0.3%
1,864,946
+92,144
77
$98.9M 0.3%
724,787
+80,441
78
$96.1M 0.3%
2,295,764
+49,912
79
$95.2M 0.29%
1,836,852
+75,428
80
$94.3M 0.29%
1,407,378
-43,400
81
$94.1M 0.29%
192,336
+17,251
82
$92.3M 0.28%
1,379,155
+113,278
83
$91.4M 0.28%
1,384,915
-17,571
84
$89.7M 0.28%
1,820,745
-13,752
85
$87.8M 0.27%
793,608
+84,393
86
$87.1M 0.27%
916,278
+66,172
87
$85.3M 0.26%
1,111,411
-43,655
88
$84.8M 0.26%
740,100
-107,903
89
$84.5M 0.26%
631,716
+2,047
90
$84.4M 0.26%
3,483,190
+1,184,060
91
$84.3M 0.26%
1,819,174
-43,133
92
$84.1M 0.26%
411,840
+1,727
93
$83.2M 0.26%
1,366,264
-48,853
94
$82.7M 0.25%
777,450
+137,237
95
$81.7M 0.25%
1,627,579
+17,318
96
$81M 0.25%
970,318
+169,640
97
$79.9M 0.25%
270,403
+8,078
98
$79.8M 0.24%
1,239,743
-36,842
99
$79M 0.24%
926,625
-324,018
100
$78.8M 0.24%
498,112
+9,801
2 3
4
5 6