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
976
$4.8M 0.01%
23,001
+8,059
977
$4.8M 0.01%
58,315
-18,424
978
$4.79M 0.01%
528,128
+28,995
979
$4.78M 0.01%
169,495
-4,628
980
$4.78M 0.01%
57,720
-551
981
$4.78M 0.01%
259,509
+127,256
982
$4.76M 0.01%
78,607
+2,044
983
$4.74M 0.01%
160,770
+44,655
984
$4.71M 0.01%
65,329
-13,462
985
$4.71M 0.01%
66,279
-25,762
986
$4.7M 0.01%
74,558
+2,210
987
$4.7M 0.01%
110,248
+3,166
988
$4.68M 0.01%
643,401
-60,673
989
$4.67M 0.01%
198,260
-2,915
990
$4.67M 0.01%
106,782
+4,140
991
$4.66M 0.01%
248,895
-15,404
992
$4.65M 0.01%
79,669
+47,629
993
$4.65M 0.01%
53,050
+2,745
994
$4.64M 0.01%
186,158
+4,645
995
$4.63M 0.01%
659,236
+43,235
996
$4.63M 0.01%
436,686
-49,475
997
$4.6M 0.01%
76,189
+5,356
998
$4.56M 0.01%
53,306
-21,234
999
$4.55M 0.01%
182,741
-15,420
1000
$4.55M 0.01%
145,493
+18,628
38 39
40
41 42