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
1676
$1.47M ﹤0.01%
46,390
+9,966
1677
$1.47M ﹤0.01%
19,426
-2,614
1678
$1.47M ﹤0.01%
52,972
+8,345
1679
$1.47M ﹤0.01%
26,880
+2,430
1680
$1.47M ﹤0.01%
14,420
+10,877
1681
$1.47M ﹤0.01%
60,704
+3,199
1682
$1.47M ﹤0.01%
33,814
-466
1683
$1.47M ﹤0.01%
108,084
-8
1684
$1.46M ﹤0.01%
49,411
-196
1685
$1.46M ﹤0.01%
108,125
+16,767
1686
$1.46M ﹤0.01%
93,588
+17,839
1687
$1.46M ﹤0.01%
172,049
-48,927
1688
$1.46M ﹤0.01%
20,148
-519
1689
$1.45M ﹤0.01%
19,521
+1,902
1690
$1.44M ﹤0.01%
10,274
-53
1691
$1.44M ﹤0.01%
13,916
-278
1692
$1.44M ﹤0.01%
65,000
1693
$1.43M ﹤0.01%
193,133
-440
1694
$1.43M ﹤0.01%
172,971
+99,966
1695
$1.43M ﹤0.01%
42,117
-355
1696
$1.43M ﹤0.01%
23,918
+2,174
1697
$1.43M ﹤0.01%
90,925
+39,333
1698
$1.42M ﹤0.01%
90,727
+600
1699
$1.42M ﹤0.01%
65,279
-2,161
1700
$1.42M ﹤0.01%
21,735
-161
66 67
68
69 70