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
1051
$4M 0.01%
164,402
-445
1052
$3.99M 0.01%
103,545
-1,903
1053
$3.96M 0.01%
21,522
+4,477
1054
$3.96M 0.01%
484,091
-5,240
1055
$3.95M 0.01%
31,815
+634
1056
$3.95M 0.01%
160,996
-1,393
1057
$3.93M 0.01%
78,728
+1,050
1058
$3.88M 0.01%
79,884
+473
1059
$3.88M 0.01%
50,821
+295
1060
$3.87M 0.01%
25,842
+2,663
1061
$3.87M 0.01%
29,226
+5,176
1062
$3.85M 0.01%
196,291
-88,296
1063
$3.85M 0.01%
75,355
+14,340
1064
$3.85M 0.01%
67,490
-11,162
1065
$3.85M 0.01%
76,481
-14,756
1066
$3.85M 0.01%
173,932
+33,377
1067
$3.85M 0.01%
115,368
-4,864
1068
$3.84M 0.01%
178,207
+1,496
1069
$3.84M 0.01%
81,630
+7,164
1070
$3.83M 0.01%
115,708
+8,703
1071
$3.82M 0.01%
39,507
-883
1072
$3.82M 0.01%
89,724
+980
1073
$3.82M 0.01%
253,974
+38,817
1074
$3.8M 0.01%
35,725
+59
1075
$3.8M 0.01%
230,930
-3,113
41 42
43
44 45