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
1251
$1.84M 0.01%
+123,654
1252
$1.83M 0.01%
51,725
+3,913
1253
$1.83M 0.01%
155,099
-3,632
1254
$1.83M 0.01%
65,003
-21,474
1255
$1.82M 0.01%
38,186
-892
1256
$1.82M 0.01%
29,826
-2,939
1257
$1.82M 0.01%
6,192
-16
1258
$1.8M 0.01%
25,684
+2,530
1259
$1.8M 0.01%
116,023
-496
1260
$1.8M 0.01%
+67,895
1261
$1.79M 0.01%
28,285
-1,357
1262
$1.78M 0.01%
11,123
+531
1263
$1.78M 0.01%
69,908
+7,144
1264
$1.77M 0.01%
90,406
+18,074
1265
$1.77M 0.01%
58,627
-3,948
1266
$1.77M 0.01%
33,701
+7,946
1267
$1.77M 0.01%
8,916
+657
1268
$1.76M 0.01%
59,135
-2,049
1269
$1.76M 0.01%
21,149
-9,496
1270
$1.76M 0.01%
21,489
+2,908
1271
$1.75M 0.01%
81,487
+13,654
1272
$1.75M 0.01%
11,263
+6,800
1273
$1.75M 0.01%
51,005
-12,582
1274
$1.75M 0.01%
17,930
-141
1275
$1.74M 0.01%
32,800
+5,107
49 50
51
52 53