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
151
$92.8M 0.15%
907,277
+63,050
152
$92.8M 0.15%
1,291,201
-43,375
153
$92.7M 0.15%
883,293
-88,187
154
$92.5M 0.15%
427,227
+58,049
155
$92.3M 0.15%
1,647,517
-35,199
156
$92.1M 0.15%
523,438
+26,977
157
$90.3M 0.15%
498,577
-34,951
158
$90.1M 0.15%
1,982,931
+63,150
159
$89.4M 0.15%
3,122,116
+244,955
160
$89M 0.15%
3,780,330
+517,310
161
$87.6M 0.14%
5,712,171
+64,570
162
$86.7M 0.14%
462,700
-17,170
163
$86.6M 0.14%
2,747,954
-508,702
164
$85.8M 0.14%
2,133,170
+114,134
165
$85.7M 0.14%
892,301
+43,737
166
$85.2M 0.14%
544,387
+18,645
167
$84.4M 0.14%
1,008,669
-30,260
168
$84.4M 0.14%
416,712
+37,244
169
$84M 0.14%
360,993
+3,771
170
$83.6M 0.14%
599,851
+17,017
171
$82.1M 0.13%
382,470
+68
172
$81.1M 0.13%
1,411,266
+166,491
173
$80.7M 0.13%
449,752
+900
174
$80M 0.13%
485,533
+50,226
175
$77.8M 0.13%
892,600
-42,931
5 6
7
8 9