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
1151
$2.22M 0.01%
152,561
+27,246
1152
$2.21M 0.01%
238,234
+2,671
1153
$2.21M 0.01%
168,185
+103,458
1154
$2.2M 0.01%
122,468
+12,468
1155
$2.2M 0.01%
15,076
+9,595
1156
$2.19M 0.01%
93,310
+886
1157
$2.19M 0.01%
126,701
-2,672
1158
$2.19M 0.01%
71,991
+17,612
1159
$2.19M 0.01%
23,805
+3,350
1160
$2.19M 0.01%
25,578
-1,740
1161
$2.18M 0.01%
169,695
-708
1162
$2.18M 0.01%
185,840
-27,295
1163
$2.17M 0.01%
65,644
-43,963
1164
$2.17M 0.01%
25,942
-1,354
1165
$2.17M 0.01%
20,434
-953
1166
$2.17M 0.01%
45,635
+13,351
1167
$2.16M 0.01%
161,694
+31,627
1168
$2.15M 0.01%
17,782
+7,335
1169
$2.15M 0.01%
27,031
+5,879
1170
$2.15M 0.01%
32,822
+2,281
1171
$2.14M 0.01%
42,326
+1,516
1172
$2.14M 0.01%
19,188
-569
1173
$2.14M 0.01%
+34,025
1174
$2.13M 0.01%
55,025
-6,808
1175
$2.13M 0.01%
57,068
+2,925
45 46
47
48 49