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
1601
$1.02M ﹤0.01%
16,868
-2,410
1602
$1.02M ﹤0.01%
23,383
1603
$1.02M ﹤0.01%
+16,085
1604
$1.01M ﹤0.01%
49,039
-8,735
1605
$1.01M ﹤0.01%
32,986
+2,059
1606
$1.01M ﹤0.01%
18,605
-6,105
1607
$1.01M ﹤0.01%
+29,549
1608
$1.01M ﹤0.01%
23,263
-1,759
1609
$1.01M ﹤0.01%
96,740
-2,747
1610
$1.01M ﹤0.01%
40,492
+4,528
1611
$1.01M ﹤0.01%
+5,675
1612
$1M ﹤0.01%
43,024
+7,568
1613
$1M ﹤0.01%
37,093
+3,558
1614
$1M ﹤0.01%
9,470
-239
1615
$999K ﹤0.01%
34,175
+18,204
1616
$999K ﹤0.01%
+51,106
1617
$997K ﹤0.01%
28,786
+616
1618
$997K ﹤0.01%
+61,111
1619
$996K ﹤0.01%
59,847
+44,551
1620
$993K ﹤0.01%
25,634
-17,114
1621
$993K ﹤0.01%
+30,741
1622
$993K ﹤0.01%
27,417
+14,745
1623
$992K ﹤0.01%
88,416
-1,811
1624
$991K ﹤0.01%
+9,492
1625
$990K ﹤0.01%
48,157
+1,052
63 64
65
66 67