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
151
$50M 0.15%
942,739
+15,041
152
$49.7M 0.15%
161,452
-1,722
153
$48.9M 0.15%
664,761
+31,046
154
$48.8M 0.15%
657,843
-9,838
155
$48.6M 0.15%
345,493
+867
156
$48.3M 0.15%
807,057
-126,957
157
$48.2M 0.15%
767,080
+205,755
158
$48M 0.15%
855,820
-202,572
159
$47.9M 0.15%
863,867
-68,835
160
$47.5M 0.15%
357,714
+3,711
161
$47M 0.14%
948,340
-134,281
162
$46M 0.14%
7,768,720
-95,760
163
$46M 0.14%
946,153
-265,295
164
$45M 0.14%
575,044
-20,651
165
$44.6M 0.14%
286,591
-11,800
166
$44.5M 0.14%
259,147
+3,751
167
$43.2M 0.13%
1,102,420
-213,090
168
$42.7M 0.13%
733,256
+3,580
169
$42.2M 0.13%
157,453
+28,348
170
$42M 0.13%
603,104
-35,025
171
$41.6M 0.13%
289,300
+18,574
172
$41.4M 0.13%
1,538,846
-18,186
173
$41.2M 0.13%
835,965
+220,820
174
$40.7M 0.12%
283,064
+24,520
175
$40.1M 0.12%
362,403
-11,768
5 6
7
8 9