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
1201
$3.06M 0.01%
131,095
-119,718
1202
$3.05M 0.01%
63,338
-579
1203
$3.03M 0.01%
146,804
+5,008
1204
$3.03M 0.01%
290,504
-12,361
1205
$3.03M 0.01%
44,970
+2,903
1206
$3.03M 0.01%
51,021
-7,633
1207
$3.02M 0.01%
114,294
+463
1208
$3.02M 0.01%
15,220
+1,287
1209
$3.02M ﹤0.01%
104,512
+165
1210
$3M ﹤0.01%
165,919
+5,373
1211
$3M ﹤0.01%
17,280
+97
1212
$3M ﹤0.01%
18,438
+344
1213
$2.98M ﹤0.01%
75,000
1214
$2.97M ﹤0.01%
51,655
-2,826
1215
$2.97M ﹤0.01%
116,246
+14,720
1216
$2.96M ﹤0.01%
64,597
-9,871
1217
$2.96M ﹤0.01%
321,556
-2,460
1218
$2.96M ﹤0.01%
126,626
+19,982
1219
$2.95M ﹤0.01%
203,730
+49,978
1220
$2.95M ﹤0.01%
77,753
-6,690
1221
$2.94M ﹤0.01%
14,483
+481
1222
$2.93M ﹤0.01%
47,072
+6
1223
$2.93M ﹤0.01%
66,835
-1,633
1224
$2.92M ﹤0.01%
184,172
-275
1225
$2.92M ﹤0.01%
75,163
+18,300
47 48
49
50 51