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
976
$3.33M 0.01%
42,473
-180,118
977
$3.33M 0.01%
257,190
-7,760
978
$3.32M 0.01%
205,137
-12,911
979
$3.32M 0.01%
451,040
+253,115
980
$3.32M 0.01%
20,155
-346
981
$3.3M 0.01%
166,683
-2,653
982
$3.29M 0.01%
79,209
-6,197
983
$3.26M 0.01%
54,876
-5,244
984
$3.25M 0.01%
88,279
+31,881
985
$3.24M 0.01%
32,353
+15,586
986
$3.24M 0.01%
279,754
+177,379
987
$3.23M 0.01%
43,526
+5,838
988
$3.22M 0.01%
267,175
+111,550
989
$3.22M 0.01%
18,752
+6,728
990
$3.21M 0.01%
117,397
+20,708
991
$3.21M 0.01%
112,230
+8,922
992
$3.21M 0.01%
626,738
+2,809
993
$3.17M 0.01%
59,957
-1,700
994
$3.16M 0.01%
74,408
-2,084
995
$3.13M 0.01%
77,986
-11,768
996
$3.13M 0.01%
+62,473
997
$3.13M 0.01%
109,375
-235
998
$3.13M 0.01%
122,465
+21,511
999
$3.12M 0.01%
126,718
+13,976
1000
$3.1M 0.01%
92,859
+29,503
38 39
40
41 42