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
1476
$1.26M ﹤0.01%
128,826
-87,334
1477
$1.26M ﹤0.01%
22,516
-1,009
1478
$1.25M ﹤0.01%
19,124
-15,577
1479
$1.25M ﹤0.01%
71,679
+21,053
1480
$1.25M ﹤0.01%
31,199
1481
$1.25M ﹤0.01%
148,209
+4,851
1482
$1.25M ﹤0.01%
39,986
-183,025
1483
$1.25M ﹤0.01%
32,099
+11,091
1484
$1.25M ﹤0.01%
77,470
+28,133
1485
$1.25M ﹤0.01%
98,746
-24,896
1486
$1.24M ﹤0.01%
3,599
+175
1487
$1.24M ﹤0.01%
27,625
-2,961
1488
$1.23M ﹤0.01%
95,588
+173
1489
$1.23M ﹤0.01%
66,068
+8,963
1490
$1.22M ﹤0.01%
71,869
+10,338
1491
$1.22M ﹤0.01%
39,990
-704
1492
$1.21M ﹤0.01%
43,369
-25,344
1493
$1.21M ﹤0.01%
27,824
+12,911
1494
$1.21M ﹤0.01%
86,693
+30,667
1495
$1.2M ﹤0.01%
13,669
+2,025
1496
$1.2M ﹤0.01%
11,840
+407
1497
$1.19M ﹤0.01%
38,903
+3,896
1498
$1.18M ﹤0.01%
9,482
-3,107
1499
$1.18M ﹤0.01%
171,043
-105,560
1500
$1.18M ﹤0.01%
20,860
+4,615
58 59
60
61 62