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
1626
$988K ﹤0.01%
14,198
-1,218
1627
$985K ﹤0.01%
21,364
-12,409
1628
$985K ﹤0.01%
41,937
+13,151
1629
$980K ﹤0.01%
23,217
-5,722
1630
$980K ﹤0.01%
64,852
+102
1631
$979K ﹤0.01%
36,331
+893
1632
$978K ﹤0.01%
80,769
-5,457
1633
$977K ﹤0.01%
25,197
-11,374
1634
$977K ﹤0.01%
48,751
-1,427
1635
$970K ﹤0.01%
25,288
+2,613
1636
$968K ﹤0.01%
46,558
+31,032
1637
$967K ﹤0.01%
46,942
1638
$966K ﹤0.01%
19,263
-9,752
1639
$965K ﹤0.01%
17,651
-1,283
1640
$962K ﹤0.01%
37,837
-1,803
1641
$962K ﹤0.01%
+6,133
1642
$962K ﹤0.01%
37,747
+14,639
1643
$960K ﹤0.01%
31,557
-585
1644
$960K ﹤0.01%
18,598
-3,330
1645
$959K ﹤0.01%
26,205
-386
1646
$956K ﹤0.01%
17,761
+1,057
1647
$954K ﹤0.01%
8,078
-257
1648
$953K ﹤0.01%
39,471
+637
1649
$952K ﹤0.01%
15,906
-389
1650
$952K ﹤0.01%
74,878
-2,221
64 65
66
67 68