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
1026
$2.93M 0.01%
58,051
-459
1027
$2.93M 0.01%
19,972
-795
1028
$2.92M 0.01%
82,615
-16,520
1029
$2.91M 0.01%
24,698
+2,617
1030
$2.89M 0.01%
24,000
-819
1031
$2.89M 0.01%
44,165
+29,383
1032
$2.86M 0.01%
16,076
+589
1033
$2.86M 0.01%
84,453
+2,014
1034
$2.86M 0.01%
55,512
+2,077
1035
$2.85M 0.01%
150,000
+7,500
1036
$2.85M 0.01%
22,543
+14,947
1037
$2.84M 0.01%
38,263
-694
1038
$2.84M 0.01%
30,967
-10,877
1039
$2.84M 0.01%
65,952
+184
1040
$2.83M 0.01%
101,856
+20,257
1041
$2.82M 0.01%
31,120
+10,700
1042
$2.82M 0.01%
39,421
+2,519
1043
$2.81M 0.01%
171,385
-6,062
1044
$2.81M 0.01%
288,638
+3,050
1045
$2.8M 0.01%
47,088
+22,351
1046
$2.8M 0.01%
45,757
-26,542
1047
$2.79M 0.01%
12,618
+315
1048
$2.79M 0.01%
74,105
+3,657
1049
$2.79M 0.01%
75,012
-2,610
1050
$2.79M 0.01%
11,653
+229
40 41
42
43 44