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
1751
$1.34M ﹤0.01%
52,039
+796
1752
$1.34M ﹤0.01%
42,051
+16,184
1753
$1.34M ﹤0.01%
13,510
-553
1754
$1.34M ﹤0.01%
18,548
+297
1755
$1.33M ﹤0.01%
117,383
-15,961
1756
$1.33M ﹤0.01%
30,881
-546
1757
$1.33M ﹤0.01%
65,141
+11,060
1758
$1.33M ﹤0.01%
16,787
-9,600
1759
$1.33M ﹤0.01%
39,291
-788
1760
$1.33M ﹤0.01%
41,403
+6,234
1761
$1.33M ﹤0.01%
40,438
-3,212
1762
$1.33M ﹤0.01%
313,749
-13,487
1763
$1.32M ﹤0.01%
120,779
+62
1764
$1.32M ﹤0.01%
56,405
-15,661
1765
$1.32M ﹤0.01%
26,436
+9,251
1766
$1.32M ﹤0.01%
21,136
+1,013
1767
$1.32M ﹤0.01%
46,430
-6,004
1768
$1.31M ﹤0.01%
16,014
-1,192
1769
$1.31M ﹤0.01%
27,115
-136
1770
$1.31M ﹤0.01%
58,292
-659
1771
$1.31M ﹤0.01%
53,633
+11,424
1772
$1.31M ﹤0.01%
53,181
+456
1773
$1.31M ﹤0.01%
264,698
+4,343
1774
$1.31M ﹤0.01%
244,976
+14,582
1775
$1.31M ﹤0.01%
15,516
-6,455
69 70
71
72 73