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
1676
$923K ﹤0.01%
+33,482
1677
$921K ﹤0.01%
38,929
-12,955
1678
$920K ﹤0.01%
13,733
-3,641
1679
$920K ﹤0.01%
8,284
+61
1680
$919K ﹤0.01%
159,007
+28,097
1681
$919K ﹤0.01%
+19,303
1682
$917K ﹤0.01%
215,237
+11,117
1683
$917K ﹤0.01%
51,338
-6,355
1684
$914K ﹤0.01%
7,620
-6,946
1685
$913K ﹤0.01%
12,717
-702
1686
$913K ﹤0.01%
11,278
-1,493
1687
$912K ﹤0.01%
26,227
-789
1688
$904K ﹤0.01%
35,246
+13,044
1689
$903K ﹤0.01%
8,716
+215
1690
$903K ﹤0.01%
47,240
-1,830
1691
$903K ﹤0.01%
42,156
+3,981
1692
$902K ﹤0.01%
+48,909
1693
$902K ﹤0.01%
87,719
+54,515
1694
$900K ﹤0.01%
27,322
+7,776
1695
$898K ﹤0.01%
122,370
+2,680
1696
$897K ﹤0.01%
15,271
+1,667
1697
$895K ﹤0.01%
12,456
+5,220
1698
$894K ﹤0.01%
21,764
-384
1699
$893K ﹤0.01%
+27,726
1700
$893K ﹤0.01%
18,109
-333
66 67
68
69 70