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
1826
$718K ﹤0.01%
20,705
+2,443
1827
$718K ﹤0.01%
29,200
-7,024
1828
$718K ﹤0.01%
31,885
+290
1829
$717K ﹤0.01%
10,154
+2,470
1830
$717K ﹤0.01%
39,892
-37,180
1831
$716K ﹤0.01%
23,982
+6,835
1832
$716K ﹤0.01%
37,923
+12,625
1833
$715K ﹤0.01%
54,627
+14,081
1834
$710K ﹤0.01%
6,380
-195
1835
$710K ﹤0.01%
14,814
+3,551
1836
$708K ﹤0.01%
33,912
+21,506
1837
$707K ﹤0.01%
40,000
1838
$707K ﹤0.01%
+508
1839
$707K ﹤0.01%
+12,703
1840
$705K ﹤0.01%
9,158
+959
1841
$699K ﹤0.01%
112,993
-17,961
1842
$699K ﹤0.01%
36,589
+2,851
1843
$698K ﹤0.01%
32,266
+2,721
1844
$697K ﹤0.01%
17,628
+5,862
1845
$697K ﹤0.01%
3,597
+67
1846
$696K ﹤0.01%
30,395
+105
1847
$694K ﹤0.01%
13,342
+3,224
1848
$692K ﹤0.01%
78,417
-3,387
1849
$689K ﹤0.01%
31,114
-15,585
1850
$689K ﹤0.01%
23,282
+523
72 73
74
75 76