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
1801
$755K ﹤0.01%
7,312
+1,623
1802
$754K ﹤0.01%
8,365
-1,655
1803
$754K ﹤0.01%
17,418
-11,806
1804
$753K ﹤0.01%
30,851
+1,817
1805
$753K ﹤0.01%
14,024
+1,342
1806
$751K ﹤0.01%
30,242
-7,010
1807
$750K ﹤0.01%
30,409
-2,075
1808
$748K ﹤0.01%
16,571
+3,288
1809
$747K ﹤0.01%
188,846
-1,749
1810
$744K ﹤0.01%
9,826
-473
1811
$744K ﹤0.01%
84,628
+5,261
1812
$742K ﹤0.01%
23,728
-2,833
1813
$740K ﹤0.01%
57,855
-2,376
1814
$735K ﹤0.01%
17,590
-22,158
1815
$734K ﹤0.01%
60,518
-2,430
1816
$734K ﹤0.01%
44,982
-25,243
1817
$733K ﹤0.01%
+37,438
1818
$732K ﹤0.01%
17,480
-259,309
1819
$729K ﹤0.01%
40,593
-1,185
1820
$728K ﹤0.01%
41,954
+6,909
1821
$727K ﹤0.01%
33,498
-4,087
1822
$726K ﹤0.01%
8,103
+414
1823
$723K ﹤0.01%
20,480
-21,112
1824
$721K ﹤0.01%
81,848
-3,278
1825
$719K ﹤0.01%
11,113
+3,813
71 72
73
74 75