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
101
$78.3M 0.24%
988,467
+37,314
102
$78M 0.24%
2,240,186
-43,911
103
$76.9M 0.24%
1,086,470
+43,025
104
$76.5M 0.23%
874,996
+51,532
105
$76.5M 0.23%
1,956,865
-490,660
106
$76.2M 0.23%
795,731
-3,238
107
$74.4M 0.23%
1,690,173
-302,371
108
$74.3M 0.23%
666,883
+2,284
109
$73.5M 0.23%
324,009
+21,096
110
$72M 0.22%
887,342
+60,330
111
$71.8M 0.22%
1,550,916
+159,200
112
$71.5M 0.22%
384,956
+22,069
113
$71.4M 0.22%
1,045,108
+8,352
114
$70.4M 0.22%
717,862
-29,712
115
$70.1M 0.22%
2,136,072
+136,556
116
$68.9M 0.21%
2,222,876
-50,058
117
$68.8M 0.21%
879,612
+134,397
118
$68.7M 0.21%
512,224
+29,598
119
$68.4M 0.21%
1,919,673
+115,003
120
$67.7M 0.21%
815,963
+53,431
121
$66.9M 0.21%
2,416,718
-68,464
122
$66.8M 0.2%
605,420
+81,028
123
$64.2M 0.2%
221,655
+13,814
124
$63.6M 0.2%
1,303,497
-159,639
125
$63.5M 0.19%
2,341,528
+40,364
3 4
5
6 7