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
1526
$1.89M ﹤0.01%
20,127
-14,929
1527
$1.88M ﹤0.01%
100,868
+4,873
1528
$1.87M ﹤0.01%
804,469
+164,527
1529
$1.87M ﹤0.01%
82,114
+4,016
1530
$1.87M ﹤0.01%
109,148
+1,367
1531
$1.87M ﹤0.01%
+143,184
1532
$1.87M ﹤0.01%
19,572
+5,616
1533
$1.86M ﹤0.01%
123,937
-6,316
1534
$1.86M ﹤0.01%
68,117
+6,928
1535
$1.86M ﹤0.01%
42,958
-5,574
1536
$1.86M ﹤0.01%
17,467
-1,503
1537
$1.85M ﹤0.01%
279,500
+68,672
1538
$1.85M ﹤0.01%
135,293
-53,123
1539
$1.85M ﹤0.01%
80,645
+18,765
1540
$1.84M ﹤0.01%
6,836
-209
1541
$1.84M ﹤0.01%
87,826
+1,638
1542
$1.84M ﹤0.01%
85,145
-5,042
1543
$1.84M ﹤0.01%
144,256
+9,586
1544
$1.82M ﹤0.01%
175,024
+55,801
1545
$1.82M ﹤0.01%
89,319
+51,241
1546
$1.82M ﹤0.01%
20,099
+419
1547
$1.82M ﹤0.01%
36,572
+4,101
1548
$1.82M ﹤0.01%
29,921
+2,985
1549
$1.81M ﹤0.01%
39,630
+104
1550
$1.81M ﹤0.01%
14,485
-889
60 61
62
63 64