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
1176
$3.22M 0.01%
32,789
-4,511
1177
$3.22M 0.01%
35,264
-827
1178
$3.21M 0.01%
70,537
+2,733
1179
$3.2M 0.01%
127,132
-7,754
1180
$3.2M 0.01%
+124,253
1181
$3.2M 0.01%
105,153
-28,315
1182
$3.18M 0.01%
289,454
-27,875
1183
$3.18M 0.01%
141,851
-25,843
1184
$3.18M 0.01%
49,392
+984
1185
$3.18M 0.01%
102,588
1186
$3.17M 0.01%
91,291
+25,515
1187
$3.15M 0.01%
30,869
+1,378
1188
$3.15M 0.01%
20,720
+1,452
1189
$3.14M 0.01%
55,629
+2,415
1190
$3.13M 0.01%
+281,978
1191
$3.12M 0.01%
72,696
-1,246
1192
$3.11M 0.01%
126,216
-8,139
1193
$3.1M 0.01%
41,768
+25,892
1194
$3.1M 0.01%
74,882
+865
1195
$3.09M 0.01%
120,320
+7,415
1196
$3.09M 0.01%
50,748
-1,036
1197
$3.08M 0.01%
135,292
-226,468
1198
$3.07M 0.01%
67,254
+2,440
1199
$3.06M 0.01%
88,063
-7,337
1200
$3.06M 0.01%
27,877
+23,317
46 47
48
49 50