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
1426
$1.38M ﹤0.01%
+96,626
1427
$1.38M ﹤0.01%
32,447
+143
1428
$1.38M ﹤0.01%
+90,480
1429
$1.37M ﹤0.01%
18,000
1430
$1.37M ﹤0.01%
25,272
-596
1431
$1.37M ﹤0.01%
+64,833
1432
$1.37M ﹤0.01%
14,992
+1,123
1433
$1.36M ﹤0.01%
16,166
-355
1434
$1.36M ﹤0.01%
87,273
-18,663
1435
$1.36M ﹤0.01%
33,377
+2,271
1436
$1.35M ﹤0.01%
24,743
+1,785
1437
$1.35M ﹤0.01%
21,599
+3,449
1438
$1.35M ﹤0.01%
26,323
-182,182
1439
$1.34M ﹤0.01%
83,048
+19,964
1440
$1.34M ﹤0.01%
+110,005
1441
$1.34M ﹤0.01%
40,139
+14,288
1442
$1.34M ﹤0.01%
114,597
+62,154
1443
$1.33M ﹤0.01%
67,195
+12,760
1444
$1.33M ﹤0.01%
92,689
-26,131
1445
$1.33M ﹤0.01%
29,571
-3,511
1446
$1.32M ﹤0.01%
14,933
-1,603
1447
$1.32M ﹤0.01%
6,241
-566
1448
$1.32M ﹤0.01%
77,529
-1,079
1449
$1.31M ﹤0.01%
78,215
-200
1450
$1.31M ﹤0.01%
32,738
-10,440
56 57
58
59 60