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
1551
$1.81M ﹤0.01%
23,723
-15,198
1552
$1.81M ﹤0.01%
113,435
-703
1553
$1.81M ﹤0.01%
25,885
+2,271
1554
$1.8M ﹤0.01%
53,472
+3,455
1555
$1.8M ﹤0.01%
16,126
+819
1556
$1.8M ﹤0.01%
44,821
+997
1557
$1.79M ﹤0.01%
182,521
-20,881
1558
$1.79M ﹤0.01%
187,855
+11,225
1559
$1.79M ﹤0.01%
41,270
-786
1560
$1.78M ﹤0.01%
8,001
+436
1561
$1.78M ﹤0.01%
29,397
-787
1562
$1.78M ﹤0.01%
63,048
+306
1563
$1.78M ﹤0.01%
57,977
-2,411
1564
$1.76M ﹤0.01%
142,786
+11,290
1565
$1.76M ﹤0.01%
34,640
-500
1566
$1.76M ﹤0.01%
87,712
-296
1567
$1.76M ﹤0.01%
71,640
-1,533
1568
$1.75M ﹤0.01%
141,669
+15,153
1569
$1.75M ﹤0.01%
38,807
-17,300
1570
$1.75M ﹤0.01%
10,044
-1,125
1571
$1.75M ﹤0.01%
106,023
+57,620
1572
$1.75M ﹤0.01%
30,363
-18,825
1573
$1.74M ﹤0.01%
69,748
-1,312
1574
$1.74M ﹤0.01%
12,497
-306
1575
$1.74M ﹤0.01%
59,830
+1,973
61 62
63
64 65