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
1276
$1.74M 0.01%
+54,216
1277
$1.74M 0.01%
103,970
+73,021
1278
$1.73M 0.01%
34,870
+10,894
1279
$1.73M 0.01%
27,572
-1,715
1280
$1.72M 0.01%
38,885
+894
1281
$1.72M 0.01%
43,999
-937
1282
$1.72M 0.01%
83,476
-122,607
1283
$1.72M 0.01%
25,955
-8,394
1284
$1.71M 0.01%
56,941
+2,941
1285
$1.7M 0.01%
26,290
+17,452
1286
$1.7M 0.01%
134,538
+102
1287
$1.7M 0.01%
14,256
-9,734
1288
$1.7M 0.01%
26,311
-12
1289
$1.7M 0.01%
52,086
-4,845
1290
$1.7M 0.01%
58,119
-354
1291
$1.69M 0.01%
173,618
1292
$1.69M 0.01%
49,403
+1,119
1293
$1.69M 0.01%
34,976
+662
1294
$1.69M 0.01%
223,686
-40,028
1295
$1.69M 0.01%
85,710
-1,340
1296
$1.69M 0.01%
135,850
+3,045
1297
$1.68M 0.01%
50,618
+3,402
1298
$1.68M 0.01%
297,774
-2,040
1299
$1.68M 0.01%
75,250
-111,153
1300
$1.68M 0.01%
61,093
-398
50 51
52
53 54