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
1301
$1.67M 0.01%
29,962
+256
1302
$1.67M 0.01%
51,755
+39,314
1303
$1.67M 0.01%
73,342
+11,414
1304
$1.67M 0.01%
+66,953
1305
$1.66M 0.01%
12,037
+3,185
1306
$1.66M 0.01%
115,084
+929
1307
$1.66M 0.01%
21,736
-32
1308
$1.66M 0.01%
29,671
+1,337
1309
$1.66M 0.01%
29,129
+11,285
1310
$1.66M 0.01%
+60,967
1311
$1.65M 0.01%
25,103
-849
1312
$1.65M 0.01%
19,602
-280
1313
$1.64M 0.01%
146,739
+60,590
1314
$1.64M 0.01%
33,334
+1,029
1315
$1.64M 0.01%
85,212
+40,369
1316
$1.64M 0.01%
5,062
-814
1317
$1.64M 0.01%
65,826
-1,464
1318
$1.64M 0.01%
105,526
+15,909
1319
$1.63M 0.01%
22,945
-722
1320
$1.62M 0.01%
34,070
-13,419
1321
$1.62M 0.01%
34,415
+16,000
1322
$1.62M 0.01%
23,511
+1,369
1323
$1.62M 0.01%
75,063
-786,627
1324
$1.62M 0.01%
45,359
-1,015
1325
$1.62M 0.01%
122,419
+436
51 52
53
54 55