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
1251
$2.75M ﹤0.01%
127,688
-8,098
1252
$2.75M ﹤0.01%
105,993
+12,593
1253
$2.74M ﹤0.01%
33,264
+1,682
1254
$2.74M ﹤0.01%
44,239
-5,121
1255
$2.74M ﹤0.01%
125,131
+25,527
1256
$2.74M ﹤0.01%
37,629
+9,481
1257
$2.74M ﹤0.01%
86,615
-753
1258
$2.73M ﹤0.01%
84,381
+3,529
1259
$2.72M ﹤0.01%
134,855
+488
1260
$2.72M ﹤0.01%
105,647
+7,620
1261
$2.71M ﹤0.01%
68,648
+6,668
1262
$2.71M ﹤0.01%
29,909
+10,535
1263
$2.71M ﹤0.01%
52,487
-32,556
1264
$2.71M ﹤0.01%
48,061
+570
1265
$2.71M ﹤0.01%
442,169
+36,967
1266
$2.7M ﹤0.01%
51,963
-1,808
1267
$2.69M ﹤0.01%
62,100
+1,520
1268
$2.69M ﹤0.01%
186,495
-54
1269
$2.69M ﹤0.01%
+120,546
1270
$2.68M ﹤0.01%
28,980
-10,704
1271
$2.68M ﹤0.01%
88,821
-6,967
1272
$2.67M ﹤0.01%
69,872
-4,449
1273
$2.67M ﹤0.01%
31,002
-516
1274
$2.66M ﹤0.01%
213,143
-2,063
1275
$2.66M ﹤0.01%
30,441
+143
49 50
51
52 53