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
1526
$1.15M ﹤0.01%
12,780
+123
1527
$1.14M ﹤0.01%
21,186
-1,855
1528
$1.14M ﹤0.01%
18,838
+3,225
1529
$1.14M ﹤0.01%
17,090
-1,534
1530
$1.14M ﹤0.01%
21,102
+325
1531
$1.14M ﹤0.01%
55,092
-1,571
1532
$1.14M ﹤0.01%
401,200
1533
$1.13M ﹤0.01%
31,029
-33,638
1534
$1.13M ﹤0.01%
22,470
+70
1535
$1.13M ﹤0.01%
8,388
-304
1536
$1.13M ﹤0.01%
20,227
-6,085
1537
$1.13M ﹤0.01%
97,424
-8,207
1538
$1.12M ﹤0.01%
39,286
+776
1539
$1.11M ﹤0.01%
28,956
+3,180
1540
$1.11M ﹤0.01%
118,296
+66,404
1541
$1.11M ﹤0.01%
203,597
+146,061
1542
$1.11M ﹤0.01%
83,635
1543
$1.11M ﹤0.01%
1,647
+104
1544
$1.11M ﹤0.01%
85,288
-2,520
1545
$1.11M ﹤0.01%
329,963
-17,946
1546
$1.1M ﹤0.01%
35,614
+2,457
1547
$1.1M ﹤0.01%
+78,952
1548
$1.1M ﹤0.01%
12,943
-825
1549
$1.1M ﹤0.01%
52,419
-2,820
1550
$1.1M ﹤0.01%
16,106
-4,688
60 61
62
63 64