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
1701
$892K ﹤0.01%
35,505
+6,762
1702
$891K ﹤0.01%
97,269
+9,441
1703
$890K ﹤0.01%
13,544
-1
1704
$889K ﹤0.01%
32,442
+2,982
1705
$889K ﹤0.01%
20,607
-52,674
1706
$885K ﹤0.01%
48,400
+3,811
1707
$885K ﹤0.01%
41,790
-7,802
1708
$884K ﹤0.01%
48,557
+1,253
1709
$884K ﹤0.01%
40,775
-48,559
1710
$879K ﹤0.01%
35,131
+387
1711
$876K ﹤0.01%
176,717
+1,397
1712
$875K ﹤0.01%
+20,194
1713
$872K ﹤0.01%
11,917
-462
1714
$871K ﹤0.01%
13,521
+122
1715
$870K ﹤0.01%
71,753
-258
1716
$866K ﹤0.01%
11,640
+15
1717
$866K ﹤0.01%
46,040
+5,450
1718
$865K ﹤0.01%
5,401
-4,460
1719
$864K ﹤0.01%
17,025
-220
1720
$863K ﹤0.01%
39,177
+22,848
1721
$862K ﹤0.01%
29,097
-3,695
1722
$862K ﹤0.01%
53,964
+11,643
1723
$861K ﹤0.01%
+17,325
1724
$861K ﹤0.01%
60,184
+32,835
1725
$860K ﹤0.01%
47,903
+4,127
67 68
69
70 71