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
1451
$2.06M ﹤0.01%
14,260
-35
1452
$2.06M ﹤0.01%
244,959
+35,512
1453
$2.05M ﹤0.01%
46,131
+707
1454
$2.05M ﹤0.01%
10,257
+673
1455
$2.05M ﹤0.01%
+86,411
1456
$2.05M ﹤0.01%
+49,204
1457
$2.05M ﹤0.01%
42,703
+13,091
1458
$2.05M ﹤0.01%
80,280
+46,678
1459
$2.04M ﹤0.01%
68,788
+881
1460
$2.04M ﹤0.01%
23,965
-316
1461
$2.04M ﹤0.01%
23,401
+4,221
1462
$2.04M ﹤0.01%
78,791
+3,581
1463
$2.03M ﹤0.01%
420,112
+8,104
1464
$2.03M ﹤0.01%
84,868
-2,545
1465
$2.03M ﹤0.01%
+28,412
1466
$2.03M ﹤0.01%
76,983
-601
1467
$2.02M ﹤0.01%
161,399
-78
1468
$2.02M ﹤0.01%
17,511
+209
1469
$2.02M ﹤0.01%
12,241
-815
1470
$2.02M ﹤0.01%
37,650
-526
1471
$2.01M ﹤0.01%
+25,707
1472
$2.01M ﹤0.01%
40,627
-8
1473
$2M ﹤0.01%
31,886
+1,036
1474
$2M ﹤0.01%
190,282
+5,059
1475
$2M ﹤0.01%
59,551
+24,808
57 58
59
60 61