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
1576
$1.74M ﹤0.01%
21,412
-509
1577
$1.74M ﹤0.01%
34,024
-2,005
1578
$1.72M ﹤0.01%
18,038
-68,499
1579
$1.72M ﹤0.01%
18,138
+107
1580
$1.72M ﹤0.01%
214,209
+88,239
1581
$1.72M ﹤0.01%
13,696
+1,075
1582
$1.72M ﹤0.01%
33,076
-2,359
1583
$1.71M ﹤0.01%
65,757
+1,010
1584
$1.71M ﹤0.01%
53,166
+12,015
1585
$1.71M ﹤0.01%
54,557
-954
1586
$1.7M ﹤0.01%
75,702
+7,060
1587
$1.7M ﹤0.01%
40,432
+227
1588
$1.7M ﹤0.01%
43,486
+3,276
1589
$1.7M ﹤0.01%
23,542
+1,280
1590
$1.7M ﹤0.01%
93,683
-7,424
1591
$1.7M ﹤0.01%
55,551
-30,121
1592
$1.7M ﹤0.01%
36,787
-573
1593
$1.7M ﹤0.01%
59,208
1594
$1.69M ﹤0.01%
79,021
+5,075
1595
$1.69M ﹤0.01%
14,103
+2,004
1596
$1.68M ﹤0.01%
36,530
+8,182
1597
$1.68M ﹤0.01%
86,883
+7,077
1598
$1.68M ﹤0.01%
36,126
+3
1599
$1.68M ﹤0.01%
51,614
+3,310
1600
$1.68M ﹤0.01%
42,301
-7,520
62 63
64
65 66