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
1726
$856K ﹤0.01%
9,157
-5,125
1727
$856K ﹤0.01%
+25,657
1728
$855K ﹤0.01%
32,994
-304,227
1729
$855K ﹤0.01%
32,900
+14,933
1730
$854K ﹤0.01%
15,066
-308
1731
$854K ﹤0.01%
28,267
+87
1732
$853K ﹤0.01%
91,300
-4,129
1733
$853K ﹤0.01%
11,831
-1,146
1734
$852K ﹤0.01%
37,075
+9,629
1735
$852K ﹤0.01%
26,574
+14,538
1736
$851K ﹤0.01%
8,285
+489
1737
$851K ﹤0.01%
28,482
1738
$850K ﹤0.01%
176,296
-14,773
1739
$848K ﹤0.01%
126,675
-4,431
1740
$846K ﹤0.01%
25,963
-1,398
1741
$846K ﹤0.01%
35,186
-3,577
1742
$845K ﹤0.01%
13,460
-2,111
1743
$839K ﹤0.01%
334
-267
1744
$838K ﹤0.01%
65,187
-15,112
1745
$835K ﹤0.01%
41,817
-3,538
1746
$834K ﹤0.01%
34,739
-4,171
1747
$831K ﹤0.01%
16,519
-2,395
1748
$830K ﹤0.01%
62,848
-10,182
1749
$829K ﹤0.01%
20,789
-1,805
1750
$828K ﹤0.01%
28,617
+4,305
68 69
70
71 72