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
1651
$951K ﹤0.01%
3,938
+194
1652
$950K ﹤0.01%
47,288
-45,960
1653
$948K ﹤0.01%
26,369
-6,195
1654
$947K ﹤0.01%
40,609
-341
1655
$946K ﹤0.01%
60,145
+32,053
1656
$945K ﹤0.01%
6,964
-620
1657
$945K ﹤0.01%
17,970
-7,585
1658
$944K ﹤0.01%
40,321
+17,736
1659
$944K ﹤0.01%
29,500
+750
1660
$943K ﹤0.01%
+54,712
1661
$942K ﹤0.01%
48,678
-2,987
1662
$942K ﹤0.01%
11,537
+1,063
1663
$941K ﹤0.01%
73,505
+59,513
1664
$939K ﹤0.01%
101,995
+2,425
1665
$936K ﹤0.01%
32,642
-1,302
1666
$936K ﹤0.01%
30,563
+2,100
1667
$934K ﹤0.01%
29,252
+229
1668
$934K ﹤0.01%
50,628
-4,184
1669
$934K ﹤0.01%
22,048
-4,020
1670
$929K ﹤0.01%
16,934
-3,708
1671
$928K ﹤0.01%
23,997
+647
1672
$928K ﹤0.01%
154,105
+55,030
1673
$928K ﹤0.01%
12,913
+6,156
1674
$927K ﹤0.01%
8,838
+17
1675
$927K ﹤0.01%
12,395
+763
65 66
67
68 69