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
1276
$2.66M ﹤0.01%
93,386
+35,822
1277
$2.65M ﹤0.01%
54,112
-5,533
1278
$2.65M ﹤0.01%
62,533
+11,124
1279
$2.64M ﹤0.01%
6,336
+245
1280
$2.64M ﹤0.01%
157,578
+13,896
1281
$2.63M ﹤0.01%
48,519
+704
1282
$2.62M ﹤0.01%
32,660
+1,354
1283
$2.62M ﹤0.01%
60,945
-4,102
1284
$2.6M ﹤0.01%
49,115
+19,178
1285
$2.6M ﹤0.01%
509,273
+7,455
1286
$2.6M ﹤0.01%
35,326
+2,472
1287
$2.59M ﹤0.01%
138,527
+83,153
1288
$2.59M ﹤0.01%
18,444
-685
1289
$2.58M ﹤0.01%
3,079
-33
1290
$2.58M ﹤0.01%
217,224
+9,281
1291
$2.58M ﹤0.01%
28,640
+1,075
1292
$2.58M ﹤0.01%
31,820
-788
1293
$2.57M ﹤0.01%
65,393
-1,164
1294
$2.57M ﹤0.01%
141,440
-105
1295
$2.56M ﹤0.01%
124,093
-11,885
1296
$2.56M ﹤0.01%
33,896
+3,186
1297
$2.55M ﹤0.01%
398,756
-13,402
1298
$2.55M ﹤0.01%
11,889
-225
1299
$2.55M ﹤0.01%
47,905
-3,465
1300
$2.54M ﹤0.01%
150,189
+11,442
50 51
52
53 54