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
1101
$3.68M 0.01%
273,464
+14,283
1102
$3.67M 0.01%
75,992
+3,899
1103
$3.67M 0.01%
114,598
-854
1104
$3.67M 0.01%
130,082
-10,378
1105
$3.65M 0.01%
133,844
+4,933
1106
$3.64M 0.01%
44,398
-9,840
1107
$3.63M 0.01%
68,514
-3,135
1108
$3.63M 0.01%
106,347
+15,813
1109
$3.62M 0.01%
29,778
+223
1110
$3.62M 0.01%
91,663
-2,532
1111
$3.6M 0.01%
47,759
-4,943
1112
$3.6M 0.01%
99,575
+39,029
1113
$3.58M 0.01%
328,334
-267,938
1114
$3.58M 0.01%
16,132
+2,670
1115
$3.57M 0.01%
87,944
+1,225
1116
$3.56M 0.01%
228,089
-298,971
1117
$3.56M 0.01%
41,971
+2,506
1118
$3.56M 0.01%
133,005
+4,401
1119
$3.55M 0.01%
68,048
+8,988
1120
$3.54M 0.01%
61,393
-3,269
1121
$3.54M 0.01%
251,350
+3,668
1122
$3.52M 0.01%
133,606
-14,688
1123
$3.51M 0.01%
38,632
+1,137
1124
$3.51M 0.01%
63,801
+5,420
1125
$3.51M 0.01%
123,312
+68,950
43 44
45
46 47