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
1601
$1.67M ﹤0.01%
53,959
+4,211
1602
$1.67M ﹤0.01%
44,494
+262
1603
$1.66M ﹤0.01%
20,875
-439
1604
$1.66M ﹤0.01%
152,990
-5,757
1605
$1.66M ﹤0.01%
79,133
+884
1606
$1.65M ﹤0.01%
75,896
+3,979
1607
$1.65M ﹤0.01%
55,995
+5,936
1608
$1.65M ﹤0.01%
58,333
-375
1609
$1.65M ﹤0.01%
56,963
-4,175
1610
$1.64M ﹤0.01%
74,175
-50,568
1611
$1.64M ﹤0.01%
32,443
-75
1612
$1.64M ﹤0.01%
35,590
-86,791
1613
$1.63M ﹤0.01%
64,955
+7,118
1614
$1.63M ﹤0.01%
+50,210
1615
$1.63M ﹤0.01%
36,072
+1,847
1616
$1.63M ﹤0.01%
84,358
-6,491
1617
$1.62M ﹤0.01%
192,737
+13,173
1618
$1.62M ﹤0.01%
58,924
+3,328
1619
$1.6M ﹤0.01%
79,771
-1,172
1620
$1.6M ﹤0.01%
76,463
-3,347
1621
$1.6M ﹤0.01%
42,794
-65,519
1622
$1.6M ﹤0.01%
123,697
+15,182
1623
$1.6M ﹤0.01%
29,869
-4,292
1624
$1.6M ﹤0.01%
72,441
+6,288
1625
$1.6M ﹤0.01%
27,346
+2,434
63 64
65
66 67