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
1626
$1.6M ﹤0.01%
116,868
-3,083
1627
$1.59M ﹤0.01%
24,377
+1,122
1628
$1.59M ﹤0.01%
58,245
+16,461
1629
$1.59M ﹤0.01%
7,608
-71
1630
$1.59M ﹤0.01%
76,664
-2,080
1631
$1.59M ﹤0.01%
60,548
-68,112
1632
$1.59M ﹤0.01%
62,808
-41,389
1633
$1.59M ﹤0.01%
45,754
-362
1634
$1.58M ﹤0.01%
15,146
-1,707
1635
$1.58M ﹤0.01%
80,733
+39,278
1636
$1.58M ﹤0.01%
173,969
-24,661
1637
$1.58M ﹤0.01%
183,471
+1,791
1638
$1.58M ﹤0.01%
146,350
-3,423
1639
$1.58M ﹤0.01%
238,717
+15,207
1640
$1.56M ﹤0.01%
14,324
-130
1641
$1.55M ﹤0.01%
270,062
+63,526
1642
$1.55M ﹤0.01%
24,401
+1,751
1643
$1.54M ﹤0.01%
85,470
+1,150
1644
$1.54M ﹤0.01%
97,119
-916
1645
$1.54M ﹤0.01%
221,713
+35,465
1646
$1.54M ﹤0.01%
18,856
+3,626
1647
$1.53M ﹤0.01%
33,307
-127
1648
$1.53M ﹤0.01%
84,744
+2,697
1649
$1.53M ﹤0.01%
74,652
+55,461
1650
$1.53M ﹤0.01%
136,523
+5,581
64 65
66
67 68