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
126
$62.9M 0.19%
617,876
+49,064
127
$62.9M 0.19%
585,328
+20,561
128
$61.7M 0.19%
572,677
+25,449
129
$61.6M 0.19%
1,025,037
+86,252
130
$61.5M 0.19%
504,402
+51,002
131
$61.2M 0.19%
577,223
+25,846
132
$60.7M 0.19%
389,562
-71,172
133
$60.5M 0.19%
373,256
-54,378
134
$58.2M 0.18%
374,097
+21,224
135
$57.2M 0.18%
599,087
+8,657
136
$56.4M 0.17%
407,029
-17,143
137
$56M 0.17%
809,661
+22,549
138
$55.7M 0.17%
698,720
+4,796
139
$55.6M 0.17%
331,314
-58,857
140
$54.9M 0.17%
835,634
-2,879
141
$54.6M 0.17%
397,073
-13,453
142
$54.4M 0.17%
537,211
+91,853
143
$54.3M 0.17%
331,410
+6,675
144
$53.7M 0.16%
719,970
+120,568
145
$53.2M 0.16%
632,312
-181,052
146
$52.1M 0.16%
1,593,984
-34,640
147
$51.6M 0.16%
901,376
+273,214
148
$50.4M 0.15%
307,748
+165,481
149
$50.4M 0.15%
886,299
+18,003
150
$50.2M 0.15%
374,707
+23,186
4 5
6
7 8