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
1151
$3.36M 0.01%
109,985
-92,776
1152
$3.35M 0.01%
36,316
-597
1153
$3.34M 0.01%
132,303
-7,881
1154
$3.34M 0.01%
455,801
+12,757
1155
$3.34M 0.01%
43,882
+17,049
1156
$3.33M 0.01%
194,281
-2,886
1157
$3.33M 0.01%
71,647
-2,136
1158
$3.33M 0.01%
46,906
-1,312
1159
$3.32M 0.01%
35,861
-3,256
1160
$3.32M 0.01%
48,407
+1,376
1161
$3.32M 0.01%
26,387
+78
1162
$3.31M 0.01%
78,830
-22,319
1163
$3.31M 0.01%
155,314
+14,062
1164
$3.31M 0.01%
49,307
+12,682
1165
$3.31M 0.01%
62,468
-13,508
1166
$3.3M 0.01%
243,767
+21,250
1167
$3.29M 0.01%
138,346
+4,642
1168
$3.29M 0.01%
23,500
+5,468
1169
$3.29M 0.01%
92,280
-6,552
1170
$3.27M 0.01%
27,413
+3,774
1171
$3.27M 0.01%
17,372
-593
1172
$3.27M 0.01%
56,038
-550
1173
$3.26M 0.01%
61,240
+49,666
1174
$3.25M 0.01%
123,991
-4,532
1175
$3.23M 0.01%
177,842
-3,521
45 46
47
48 49