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
1226
$2.91M ﹤0.01%
47,746
-20,596
1227
$2.91M ﹤0.01%
220,797
+21,837
1228
$2.91M ﹤0.01%
84,870
-359
1229
$2.89M ﹤0.01%
232,556
-62,134
1230
$2.88M ﹤0.01%
13,585
-159
1231
$2.88M ﹤0.01%
30,446
+8,467
1232
$2.88M ﹤0.01%
163,321
-1,348
1233
$2.88M ﹤0.01%
42,953
-10,817
1234
$2.86M ﹤0.01%
101,542
-54,614
1235
$2.85M ﹤0.01%
125,874
+40,915
1236
$2.85M ﹤0.01%
57,969
+176
1237
$2.85M ﹤0.01%
49,247
+36,807
1238
$2.83M ﹤0.01%
981,524
-11,217
1239
$2.82M ﹤0.01%
102,053
-2,069
1240
$2.81M ﹤0.01%
38,391
-5,338
1241
$2.81M ﹤0.01%
50,686
-328,626
1242
$2.81M ﹤0.01%
43,568
-7,565
1243
$2.78M ﹤0.01%
75,150
+25,775
1244
$2.78M ﹤0.01%
617,948
-171,304
1245
$2.78M ﹤0.01%
20,549
+677
1246
$2.78M ﹤0.01%
130,618
+10,698
1247
$2.77M ﹤0.01%
26,242
+583
1248
$2.77M ﹤0.01%
62,387
-62,978
1249
$2.77M ﹤0.01%
12,056
-213
1250
$2.75M ﹤0.01%
43,924
-31,338
48 49
50
51 52