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
1751
$825K ﹤0.01%
+76,200
1752
$823K ﹤0.01%
53,263
+8,001
1753
$823K ﹤0.01%
18,106
+577
1754
$822K ﹤0.01%
16,266
-1,370
1755
$819K ﹤0.01%
6,840
-808
1756
$819K ﹤0.01%
2,013
-71
1757
$816K ﹤0.01%
7,875
-625
1758
$815K ﹤0.01%
43,014
-804
1759
$814K ﹤0.01%
4,753
-933
1760
$810K ﹤0.01%
88,757
+40,214
1761
$809K ﹤0.01%
29,115
+1,489
1762
$808K ﹤0.01%
12,383
+1,369
1763
$807K ﹤0.01%
17,937
+136
1764
$807K ﹤0.01%
16,033
+2,197
1765
$804K ﹤0.01%
41,950
1766
$804K ﹤0.01%
11,895
-10,025
1767
$802K ﹤0.01%
36,227
+23,321
1768
$801K ﹤0.01%
24,562
+73
1769
$801K ﹤0.01%
+20,735
1770
$798K ﹤0.01%
6,848
+35
1771
$797K ﹤0.01%
56,811
+5,895
1772
$790K ﹤0.01%
43,503
+2,802
1773
$789K ﹤0.01%
28,405
+4,130
1774
$787K ﹤0.01%
18,654
+3,501
1775
$787K ﹤0.01%
17,990
+12,013
69 70
71
72 73