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
1026
$4.22M 0.01%
150,858
+14,245
1027
$4.21M 0.01%
103,994
+866
1028
$4.2M 0.01%
33,653
-5,413
1029
$4.19M 0.01%
20,236
-921
1030
$4.17M 0.01%
181,033
-2,237
1031
$4.17M 0.01%
87,311
-172,885
1032
$4.16M 0.01%
180,402
-5,045
1033
$4.14M 0.01%
172,286
+149,075
1034
$4.14M 0.01%
145,045
-3,080
1035
$4.12M 0.01%
78,332
+11,115
1036
$4.12M 0.01%
45,500
+13,494
1037
$4.12M 0.01%
145,194
+39,481
1038
$4.1M 0.01%
51,901
+1,012
1039
$4.09M 0.01%
126,804
-2,203
1040
$4.08M 0.01%
134,351
-73,289
1041
$4.08M 0.01%
163,022
-23,485
1042
$4.07M 0.01%
45,174
+3,925
1043
$4.05M 0.01%
47,746
+4,299
1044
$4.05M 0.01%
431,798
-108,995
1045
$4.05M 0.01%
114,161
-8,992
1046
$4.05M 0.01%
54,387
-2,672
1047
$4.02M 0.01%
33,677
-30,459
1048
$4.02M 0.01%
157,072
-26,792
1049
$4.01M 0.01%
51,515
+18,207
1050
$4M 0.01%
106,161
+4,626
40 41
42
43 44