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
1776
$1.31M ﹤0.01%
50,714
-2,860
1777
$1.3M ﹤0.01%
4,203
+158
1778
$1.3M ﹤0.01%
104,944
-356,443
1779
$1.3M ﹤0.01%
82,898
+21,572
1780
$1.3M ﹤0.01%
46,353
+3,193
1781
$1.3M ﹤0.01%
23,287
-475
1782
$1.29M ﹤0.01%
150,385
+1,205
1783
$1.29M ﹤0.01%
44,684
-1,549
1784
$1.29M ﹤0.01%
28,861
-486
1785
$1.28M ﹤0.01%
33,215
-387
1786
$1.28M ﹤0.01%
50,983
+3,041
1787
$1.28M ﹤0.01%
43,742
-5,425
1788
$1.28M ﹤0.01%
65,485
+16,500
1789
$1.27M ﹤0.01%
11,023
+2,181
1790
$1.27M ﹤0.01%
41,528
+3,778
1791
$1.27M ﹤0.01%
45,468
-805
1792
$1.27M ﹤0.01%
23,598
+527
1793
$1.27M ﹤0.01%
13,688
+4,260
1794
$1.26M ﹤0.01%
37,915
-2,119
1795
$1.26M ﹤0.01%
174,639
+7,245
1796
$1.26M ﹤0.01%
29,014
+14,107
1797
$1.25M ﹤0.01%
89,936
+6,688
1798
$1.25M ﹤0.01%
15,948
+4,150
1799
$1.25M ﹤0.01%
104,133
-2,812
1800
$1.25M ﹤0.01%
148,890
+31,422
70 71
72
73 74