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
1776
$786K ﹤0.01%
18,692
-8,340
1777
$786K ﹤0.01%
+6,878
1778
$785K ﹤0.01%
10,771
+172
1779
$785K ﹤0.01%
47,256
+720
1780
$782K ﹤0.01%
38,990
-14,390
1781
$781K ﹤0.01%
37,735
+17,969
1782
$778K ﹤0.01%
28,840
1783
$778K ﹤0.01%
44,760
-153
1784
$778K ﹤0.01%
14,414
+523
1785
$776K ﹤0.01%
+16,792
1786
$776K ﹤0.01%
11,577
+1,765
1787
$772K ﹤0.01%
+30,917
1788
$772K ﹤0.01%
17,749
-9,894
1789
$770K ﹤0.01%
+31,934
1790
$769K ﹤0.01%
3,980
-844
1791
$765K ﹤0.01%
63,101
+16,886
1792
$764K ﹤0.01%
21,530
+1,640
1793
$762K ﹤0.01%
30,726
-182,370
1794
$762K ﹤0.01%
14,508
-1,248
1795
$761K ﹤0.01%
43,288
-13,972
1796
$759K ﹤0.01%
24,000
1797
$757K ﹤0.01%
10,499
-2,158
1798
$757K ﹤0.01%
44,447
-52,879
1799
$756K ﹤0.01%
28,250
+4,725
1800
$755K ﹤0.01%
14,670
+1,243
70 71
72
73 74