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
1351
$1.56M ﹤0.01%
44,798
-3,580
1352
$1.56M ﹤0.01%
94,362
+39,603
1353
$1.55M ﹤0.01%
129,264
+24,608
1354
$1.55M ﹤0.01%
94,903
+19,915
1355
$1.55M ﹤0.01%
97,723
+1,095
1356
$1.54M ﹤0.01%
47,388
+19,920
1357
$1.54M ﹤0.01%
144,378
+16,226
1358
$1.54M ﹤0.01%
121,849
+165
1359
$1.54M ﹤0.01%
73,263
-1,997
1360
$1.54M ﹤0.01%
105,082
+46,762
1361
$1.53M ﹤0.01%
34,299
+3,382
1362
$1.53M ﹤0.01%
119,037
+44,879
1363
$1.53M ﹤0.01%
159,416
+2,871
1364
$1.53M ﹤0.01%
13,625
+2,325
1365
$1.53M ﹤0.01%
50,828
+4,786
1366
$1.52M ﹤0.01%
192,128
+43,294
1367
$1.52M ﹤0.01%
25,094
+2
1368
$1.51M ﹤0.01%
206,616
+60,580
1369
$1.51M ﹤0.01%
29,737
+254
1370
$1.51M ﹤0.01%
13,867
-439
1371
$1.51M ﹤0.01%
67,963
+36,780
1372
$1.51M ﹤0.01%
38,094
+15,266
1373
$1.51M ﹤0.01%
32,363
+7,857
1374
$1.51M ﹤0.01%
43,391
+229
1375
$1.51M ﹤0.01%
28,500
+414
53 54
55
56 57