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
1451
$1.31M ﹤0.01%
+11,303
1452
$1.31M ﹤0.01%
63,464
+2,740
1453
$1.3M ﹤0.01%
30,921
-19,357
1454
$1.3M ﹤0.01%
49,428
+5,326
1455
$1.3M ﹤0.01%
27,250
-23,740
1456
$1.29M ﹤0.01%
404,145
1457
$1.29M ﹤0.01%
117,790
-23,458
1458
$1.29M ﹤0.01%
137,138
+53,536
1459
$1.29M ﹤0.01%
72,748
-862
1460
$1.29M ﹤0.01%
50,100
1461
$1.29M ﹤0.01%
27,641
-9,314
1462
$1.29M ﹤0.01%
28,884
-566
1463
$1.29M ﹤0.01%
42,326
-56
1464
$1.28M ﹤0.01%
23,830
-4,035
1465
$1.28M ﹤0.01%
52,284
+23,889
1466
$1.28M ﹤0.01%
90,191
+3,142
1467
$1.28M ﹤0.01%
14,994
1468
$1.28M ﹤0.01%
21,943
-153,770
1469
$1.28M ﹤0.01%
9,536
-360
1470
$1.27M ﹤0.01%
12,734
+1,567
1471
$1.27M ﹤0.01%
97,629
+2,096
1472
$1.27M ﹤0.01%
42,576
+5,014
1473
$1.27M ﹤0.01%
40,322
-169
1474
$1.27M ﹤0.01%
33,453
-604
1475
$1.26M ﹤0.01%
22,018
+2,628
57 58
59
60 61