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
1351
$2.36M ﹤0.01%
48,967
+761
1352
$2.36M ﹤0.01%
136,524
+575
1353
$2.35M ﹤0.01%
143,000
1354
$2.35M ﹤0.01%
61,554
+19,385
1355
$2.35M ﹤0.01%
129,295
-4,407
1356
$2.35M ﹤0.01%
61,053
-11,509
1357
$2.35M ﹤0.01%
42,523
-18,352
1358
$2.35M ﹤0.01%
27,260
-4,445
1359
$2.35M ﹤0.01%
115,283
+59,478
1360
$2.35M ﹤0.01%
74,310
+946
1361
$2.34M ﹤0.01%
4,145
-56
1362
$2.33M ﹤0.01%
94,005
+523
1363
$2.33M ﹤0.01%
74,799
-1,453
1364
$2.32M ﹤0.01%
49,249
-1,751
1365
$2.32M ﹤0.01%
37,178
+24,265
1366
$2.31M ﹤0.01%
25,793
-5,953
1367
$2.31M ﹤0.01%
70,185
+4,907
1368
$2.31M ﹤0.01%
39,160
-44,506
1369
$2.3M ﹤0.01%
90,576
+41,808
1370
$2.29M ﹤0.01%
19,819
-312
1371
$2.29M ﹤0.01%
67,846
-8,636
1372
$2.29M ﹤0.01%
249,831
-2,592
1373
$2.29M ﹤0.01%
+77,418
1374
$2.28M ﹤0.01%
92,804
+2,828
1375
$2.28M ﹤0.01%
150,763
-17,436
53 54
55
56 57