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
1076
$3.8M 0.01%
168,011
+26,859
1077
$3.8M 0.01%
44,017
+900
1078
$3.79M 0.01%
131,782
-13,476
1079
$3.78M 0.01%
348,232
+21,994
1080
$3.78M 0.01%
129,129
-4,081
1081
$3.78M 0.01%
153,552
+12,065
1082
$3.78M 0.01%
72,534
+1,434
1083
$3.78M 0.01%
158,865
-196,613
1084
$3.78M 0.01%
91,123
-50,987
1085
$3.78M 0.01%
466,185
+9,436
1086
$3.77M 0.01%
69,388
-2,341
1087
$3.77M 0.01%
77,764
-136
1088
$3.75M 0.01%
157,265
-2,909
1089
$3.75M 0.01%
101,249
+1,478
1090
$3.74M 0.01%
60,437
+14,605
1091
$3.74M 0.01%
114,738
+8,521
1092
$3.74M 0.01%
114,852
+12,299
1093
$3.73M 0.01%
35,616
+4,431
1094
$3.72M 0.01%
100,873
+4,037
1095
$3.72M 0.01%
513,435
+69,835
1096
$3.72M 0.01%
47,188
-1,175
1097
$3.71M 0.01%
87,985
+3,698
1098
$3.71M 0.01%
4,651
+2,226
1099
$3.7M 0.01%
20,072
+2,722
1100
$3.69M 0.01%
26,963
+605
42 43
44
45 46