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
1476
$2M ﹤0.01%
326,946
+127
1477
$2M ﹤0.01%
155,010
+2,901
1478
$2M ﹤0.01%
287,224
-320,223
1479
$2M ﹤0.01%
194,093
-2,989
1480
$1.99M ﹤0.01%
87,202
+20,906
1481
$1.99M ﹤0.01%
98,472
-24,333
1482
$1.98M ﹤0.01%
37,074
+1,103
1483
$1.98M ﹤0.01%
28,935
+2,268
1484
$1.98M ﹤0.01%
39,570
+2,027
1485
$1.97M ﹤0.01%
46,491
-3,528
1486
$1.97M ﹤0.01%
59,756
-46,162
1487
$1.96M ﹤0.01%
16,359
+1,636
1488
$1.96M ﹤0.01%
12,047
-2,722
1489
$1.96M ﹤0.01%
155,219
-172,140
1490
$1.96M ﹤0.01%
63,567
+7,396
1491
$1.95M ﹤0.01%
24,202
+2,071
1492
$1.95M ﹤0.01%
133,079
-5,348
1493
$1.95M ﹤0.01%
108,641
-6
1494
$1.95M ﹤0.01%
159,689
+3,188
1495
$1.95M ﹤0.01%
92,400
-55,869
1496
$1.95M ﹤0.01%
45,786
-3,092
1497
$1.94M ﹤0.01%
24,002
+463
1498
$1.94M ﹤0.01%
20,355
+872
1499
$1.93M ﹤0.01%
145,595
-4,398
1500
$1.93M ﹤0.01%
49,385
-5,633
58 59
60
61 62