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
1401
$1.43M ﹤0.01%
64,565
-7,094
1402
$1.43M ﹤0.01%
58,612
+12,050
1403
$1.42M ﹤0.01%
+52,439
1404
$1.42M ﹤0.01%
18,433
-12,075
1405
$1.42M ﹤0.01%
49,565
-45,449
1406
$1.42M ﹤0.01%
67,631
-42,512
1407
$1.42M ﹤0.01%
52,026
-16,512
1408
$1.42M ﹤0.01%
27,275
-105
1409
$1.42M ﹤0.01%
26,320
-48,648
1410
$1.41M ﹤0.01%
34,345
-572
1411
$1.41M ﹤0.01%
34,632
+19,275
1412
$1.41M ﹤0.01%
21,226
-7,022
1413
$1.41M ﹤0.01%
46,045
-10,221
1414
$1.41M ﹤0.01%
105,302
-6,781
1415
$1.4M ﹤0.01%
44,769
-356
1416
$1.4M ﹤0.01%
75,074
-3,525
1417
$1.4M ﹤0.01%
50,961
1418
$1.4M ﹤0.01%
38,710
+4,581
1419
$1.4M ﹤0.01%
19,454
+4,898
1420
$1.4M ﹤0.01%
33,482
+1,077
1421
$1.4M ﹤0.01%
37,772
-1,736
1422
$1.4M ﹤0.01%
10,289
-9,377
1423
$1.39M ﹤0.01%
246,465
-1,595
1424
$1.39M ﹤0.01%
26,912
+1,138
1425
$1.39M ﹤0.01%
157,797
+1,131
55 56
57
58 59