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
1551
$1.1M ﹤0.01%
14,060
-3,117
1552
$1.1M ﹤0.01%
8,954
+2,207
1553
$1.1M ﹤0.01%
10,277
-89
1554
$1.09M ﹤0.01%
+28,134
1555
$1.09M ﹤0.01%
49,178
+1,571
1556
$1.09M ﹤0.01%
109,334
+11,097
1557
$1.09M ﹤0.01%
22,285
-1,578
1558
$1.09M ﹤0.01%
12,179
+6,525
1559
$1.09M ﹤0.01%
16,976
+10,046
1560
$1.08M ﹤0.01%
24,830
-29,719
1561
$1.08M ﹤0.01%
50,213
+893
1562
$1.08M ﹤0.01%
24,523
+15,259
1563
$1.08M ﹤0.01%
35,000
1564
$1.08M ﹤0.01%
18,578
+1,002
1565
$1.07M ﹤0.01%
28,539
+4,758
1566
$1.07M ﹤0.01%
+19,991
1567
$1.07M ﹤0.01%
14,793
+1,845
1568
$1.07M ﹤0.01%
63,552
-35,168
1569
$1.07M ﹤0.01%
16,676
-370
1570
$1.07M ﹤0.01%
7,065
-1,560
1571
$1.06M ﹤0.01%
110,000
1572
$1.06M ﹤0.01%
18,871
+7,163
1573
$1.06M ﹤0.01%
69,412
+26,517
1574
$1.06M ﹤0.01%
58,668
+14,783
1575
$1.06M ﹤0.01%
+67,870
61 62
63
64 65