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
1001
$3.1M 0.01%
88,142
+19,641
1002
$3.1M 0.01%
9,663
+40
1003
$3.07M 0.01%
15,541
-13,065
1004
$3.07M 0.01%
5,310
-2,332
1005
$3.07M 0.01%
211,890
-15,575
1006
$3.07M 0.01%
+48,659
1007
$3.07M 0.01%
28,001
-97,277
1008
$3.06M 0.01%
73,084
-19
1009
$3.06M 0.01%
44,029
-1,968
1010
$3.06M 0.01%
32,425
+3,882
1011
$3.06M 0.01%
90,935
+6,384
1012
$3.02M 0.01%
84,882
+2,260
1013
$3.02M 0.01%
163,060
+33,060
1014
$3.02M 0.01%
+146,358
1015
$3M 0.01%
66,800
+780
1016
$3M 0.01%
21,598
+5,300
1017
$3M 0.01%
143,535
-3,012
1018
$3M 0.01%
86,921
-102
1019
$2.99M 0.01%
29,340
-2,470
1020
$2.98M 0.01%
98,452
+71,387
1021
$2.97M 0.01%
120,870
+11,724
1022
$2.97M 0.01%
104,775
-1,933
1023
$2.96M 0.01%
193,289
+67,387
1024
$2.96M 0.01%
73,347
+24,388
1025
$2.94M 0.01%
221,112
+29,220
39 40
41
42 43