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
1376
$1.5M ﹤0.01%
44,121
+1,104
1377
$1.5M ﹤0.01%
91,981
+29,794
1378
$1.5M ﹤0.01%
32,061
-2,797
1379
$1.49M ﹤0.01%
64,965
-16,540
1380
$1.49M ﹤0.01%
60,717
+2,976
1381
$1.48M ﹤0.01%
49,987
+921
1382
$1.48M ﹤0.01%
133,067
+55,265
1383
$1.48M ﹤0.01%
+55,500
1384
$1.47M ﹤0.01%
134,086
+16,651
1385
$1.47M ﹤0.01%
64,810
+1,141
1386
$1.47M ﹤0.01%
41,135
+9,735
1387
$1.47M ﹤0.01%
14,882
+2,458
1388
$1.46M ﹤0.01%
34,720
+853
1389
$1.46M ﹤0.01%
221,602
+35,509
1390
$1.46M ﹤0.01%
30,756
-2,416
1391
$1.46M ﹤0.01%
33,933
+19,699
1392
$1.45M ﹤0.01%
71,647
+2,883
1393
$1.45M ﹤0.01%
33,064
+8,955
1394
$1.45M ﹤0.01%
56,696
-27,973
1395
$1.44M ﹤0.01%
22,848
-20
1396
$1.44M ﹤0.01%
19,956
+4,234
1397
$1.44M ﹤0.01%
37,509
+3,417
1398
$1.43M ﹤0.01%
165,652
+89,197
1399
$1.43M ﹤0.01%
25,651
+3,153
1400
$1.43M ﹤0.01%
24,136
+1,191
54 55
56
57 58