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
1501
$1.18M ﹤0.01%
24,941
+8,558
1502
$1.18M ﹤0.01%
74,210
+27,280
1503
$1.18M ﹤0.01%
37,636
+257
1504
$1.17M ﹤0.01%
50,870
+37,615
1505
$1.17M ﹤0.01%
30,475
1506
$1.17M ﹤0.01%
55,073
-86
1507
$1.17M ﹤0.01%
19,420
-12,559
1508
$1.17M ﹤0.01%
56,618
+8,848
1509
$1.17M ﹤0.01%
24,026
-169
1510
$1.17M ﹤0.01%
25,634
+6,732
1511
$1.17M ﹤0.01%
12,880
+1,276
1512
$1.17M ﹤0.01%
10,982
+8,606
1513
$1.16M ﹤0.01%
27,435
-24,777
1514
$1.16M ﹤0.01%
23,019
-828
1515
$1.16M ﹤0.01%
79,665
-1,722
1516
$1.16M ﹤0.01%
40,480
+8,965
1517
$1.16M ﹤0.01%
33,596
-985
1518
$1.16M ﹤0.01%
38,578
+9,191
1519
$1.16M ﹤0.01%
32,228
+3,287
1520
$1.15M ﹤0.01%
36,897
-17,170
1521
$1.15M ﹤0.01%
470,637
-329,418
1522
$1.15M ﹤0.01%
42,498
-14,622
1523
$1.15M ﹤0.01%
17,728
+1,036
1524
$1.15M ﹤0.01%
+42,531
1525
$1.15M ﹤0.01%
46,322
+9,246
59 60
61
62 63