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
1401
$2.2M ﹤0.01%
37,340
-3,169
1402
$2.2M ﹤0.01%
192,289
+70,023
1403
$2.2M ﹤0.01%
6,224
+1,916
1404
$2.2M ﹤0.01%
22,786
+536
1405
$2.19M ﹤0.01%
26,955
-1,859
1406
$2.19M ﹤0.01%
26,790
-260
1407
$2.19M ﹤0.01%
30,492
+1,022
1408
$2.18M ﹤0.01%
86,033
-59
1409
$2.18M ﹤0.01%
70,984
-17,237
1410
$2.18M ﹤0.01%
+73,645
1411
$2.17M ﹤0.01%
241,958
+13,209
1412
$2.17M ﹤0.01%
95,572
+78,891
1413
$2.16M ﹤0.01%
24,452
+2,818
1414
$2.16M ﹤0.01%
17,186
-29
1415
$2.16M ﹤0.01%
2,533
-267
1416
$2.15M ﹤0.01%
416,887
-1,534
1417
$2.15M ﹤0.01%
35,377
+11,690
1418
$2.15M ﹤0.01%
99,001
+83,645
1419
$2.14M ﹤0.01%
541,207
-5,295
1420
$2.14M ﹤0.01%
92,016
+10,273
1421
$2.14M ﹤0.01%
173,638
+10,142
1422
$2.14M ﹤0.01%
124,386
+2,708
1423
$2.14M ﹤0.01%
105,535
-3,602
1424
$2.13M ﹤0.01%
97,531
+58,631
1425
$2.13M ﹤0.01%
19,475
+579
55 56
57
58 59