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
1226
$1.95M 0.01%
+79,377
1227
$1.94M 0.01%
251,116
+72,331
1228
$1.94M 0.01%
41,696
-1,648
1229
$1.94M 0.01%
67,523
+2,896
1230
$1.94M 0.01%
19,599
+9,391
1231
$1.93M 0.01%
47,248
+1,237
1232
$1.92M 0.01%
188,507
-8,561
1233
$1.92M 0.01%
17,130
-5,681
1234
$1.92M 0.01%
50,761
+33,073
1235
$1.92M 0.01%
134,239
-3,469
1236
$1.91M 0.01%
81,228
-1,723
1237
$1.91M 0.01%
40,307
-10,238
1238
$1.9M 0.01%
42,751
-769
1239
$1.89M 0.01%
39,072
+5,996
1240
$1.89M 0.01%
108,403
-10,460
1241
$1.88M 0.01%
19,556
-242
1242
$1.88M 0.01%
112,493
-5,299
1243
$1.88M 0.01%
301,622
+120,464
1244
$1.87M 0.01%
21,379
-231
1245
$1.86M 0.01%
38,431
+2,180
1246
$1.86M 0.01%
330,922
+172,769
1247
$1.85M 0.01%
118,664
+17,482
1248
$1.85M 0.01%
13,783
+4,108
1249
$1.85M 0.01%
47,928
-6,505
1250
$1.84M 0.01%
186,400
48 49
50
51 52