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
1326
$2.44M ﹤0.01%
62,702
+9,323
1327
$2.44M ﹤0.01%
19,204
-4,038
1328
$2.44M ﹤0.01%
49,970
+2,286
1329
$2.44M ﹤0.01%
83,344
-3,919
1330
$2.43M ﹤0.01%
166,756
+21,228
1331
$2.43M ﹤0.01%
193,355
+6,045
1332
$2.42M ﹤0.01%
25,489
-435
1333
$2.42M ﹤0.01%
136,314
+4,600
1334
$2.41M ﹤0.01%
81,864
+3,038
1335
$2.41M ﹤0.01%
69,300
+8,259
1336
$2.41M ﹤0.01%
84,502
-131
1337
$2.4M ﹤0.01%
83,414
+558
1338
$2.4M ﹤0.01%
94,349
-662
1339
$2.4M ﹤0.01%
+112,271
1340
$2.39M ﹤0.01%
72,819
+7,470
1341
$2.39M ﹤0.01%
145,175
+5,987
1342
$2.39M ﹤0.01%
286,185
-25,696
1343
$2.39M ﹤0.01%
105,390
-54,160
1344
$2.38M ﹤0.01%
60,141
+12,410
1345
$2.38M ﹤0.01%
118,485
+2,889
1346
$2.38M ﹤0.01%
639,170
-196,761
1347
$2.38M ﹤0.01%
82,215
-3,205
1348
$2.37M ﹤0.01%
66,233
+29,002
1349
$2.37M ﹤0.01%
175,866
+190
1350
$2.36M ﹤0.01%
55,537
+1,575
52 53
54
55 56