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
1076
$2.6M 0.01%
2,871
-106
1077
$2.59M 0.01%
26,041
-714
1078
$2.58M 0.01%
74,599
+3,360
1079
$2.57M 0.01%
159,652
-23,396
1080
$2.56M 0.01%
87,956
+1,977
1081
$2.56M 0.01%
35,828
+2,007
1082
$2.56M 0.01%
161,706
+139,920
1083
$2.54M 0.01%
49,536
-30,006
1084
$2.53M 0.01%
54,414
+547
1085
$2.52M 0.01%
120,311
+30,876
1086
$2.52M 0.01%
107,629
+2,318
1087
$2.52M 0.01%
124,246
-12,585
1088
$2.52M 0.01%
66,346
-22,821
1089
$2.51M 0.01%
34,434
+1,830
1090
$2.51M 0.01%
38,390
-5,224
1091
$2.48M 0.01%
47,028
-40,126
1092
$2.48M 0.01%
48,547
+12,836
1093
$2.48M 0.01%
33,502
+3,161
1094
$2.48M 0.01%
149,341
+22,171
1095
$2.47M 0.01%
+46,736
1096
$2.47M 0.01%
29,994
+483
1097
$2.46M 0.01%
200,558
+109,307
1098
$2.45M 0.01%
39,421
+26,176
1099
$2.45M 0.01%
46,880
-2,295
1100
$2.45M 0.01%
37,065
-17,310
42 43
44
45 46