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
1176
$2.13M 0.01%
33,227
+1,947
1177
$2.13M 0.01%
10,171
+2,747
1178
$2.13M 0.01%
+12,647
1179
$2.12M 0.01%
390,270
+11,140
1180
$2.12M 0.01%
9,210
+2,148
1181
$2.12M 0.01%
99,460
+11,301
1182
$2.11M 0.01%
58,054
+10,564
1183
$2.11M 0.01%
44,043
+693
1184
$2.1M 0.01%
165,000
+15,000
1185
$2.09M 0.01%
218,256
-2,623
1186
$2.09M 0.01%
76,449
-6,936
1187
$2.09M 0.01%
15,629
+2,193
1188
$2.08M 0.01%
57,529
-5,652
1189
$2.07M 0.01%
209,126
+79,929
1190
$2.07M 0.01%
183,831
+102,556
1191
$2.07M 0.01%
64,889
+20,517
1192
$2.07M 0.01%
13,584
+1,237
1193
$2.06M 0.01%
55,531
+10,128
1194
$2.06M 0.01%
118,209
+60,770
1195
$2.06M 0.01%
27,332
-1,574
1196
$2.06M 0.01%
57,964
+8,812
1197
$2.06M 0.01%
41,150
-228
1198
$2.05M 0.01%
69,451
-882
1199
$2.05M 0.01%
83,339
+36,160
1200
$2.05M 0.01%
165,945
+505
46 47
48
49 50