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
1326
$1.61M 0.01%
28,842
-8,151
1327
$1.61M ﹤0.01%
142,849
-28,140
1328
$1.61M ﹤0.01%
9,333
+190
1329
$1.6M ﹤0.01%
22,157
+1,377
1330
$1.6M ﹤0.01%
45,866
-1,368
1331
$1.6M ﹤0.01%
30,427
+2,991
1332
$1.59M ﹤0.01%
16,476
+1,196
1333
$1.59M ﹤0.01%
37,785
+1,558
1334
$1.59M ﹤0.01%
30,251
+17,500
1335
$1.59M ﹤0.01%
57,849
+2,941
1336
$1.59M ﹤0.01%
+21,936
1337
$1.58M ﹤0.01%
5,297
-930
1338
$1.58M ﹤0.01%
59,557
-4,113
1339
$1.58M ﹤0.01%
92,491
-5,126
1340
$1.58M ﹤0.01%
15,714
-2,137
1341
$1.58M ﹤0.01%
32,160
+5,395
1342
$1.58M ﹤0.01%
20,526
+13,567
1343
$1.57M ﹤0.01%
61,975
+16,508
1344
$1.57M ﹤0.01%
62,209
-168
1345
$1.57M ﹤0.01%
68,583
-14,562
1346
$1.57M ﹤0.01%
86,955
+11,952
1347
$1.57M ﹤0.01%
26,862
+7,843
1348
$1.57M ﹤0.01%
48,812
+10,000
1349
$1.56M ﹤0.01%
213,805
+7,859
1350
$1.56M ﹤0.01%
44,681
+22,425
52 53
54
55 56