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
1826
$1.21M ﹤0.01%
46,938
-1,701
1827
$1.21M ﹤0.01%
15,973
-475
1828
$1.21M ﹤0.01%
39,227
-1,086
1829
$1.21M ﹤0.01%
49,668
+13,862
1830
$1.2M ﹤0.01%
27,100
-10,928
1831
$1.2M ﹤0.01%
52,675
-4,325
1832
$1.2M ﹤0.01%
74,097
+2,168
1833
$1.2M ﹤0.01%
70,406
+10,308
1834
$1.2M ﹤0.01%
51,777
+4,456
1835
$1.2M ﹤0.01%
58,536
+8,414
1836
$1.19M ﹤0.01%
173,233
-85,708
1837
$1.19M ﹤0.01%
34,227
+7,097
1838
$1.19M ﹤0.01%
15,675
+9
1839
$1.19M ﹤0.01%
25,150
+8,714
1840
$1.19M ﹤0.01%
+30,430
1841
$1.19M ﹤0.01%
30,332
-13,811
1842
$1.19M ﹤0.01%
31,064
+2,679
1843
$1.19M ﹤0.01%
23,783
-7,420
1844
$1.18M ﹤0.01%
14,523
+917
1845
$1.18M ﹤0.01%
48,456
-2,070
1846
$1.18M ﹤0.01%
75,117
-12,862
1847
$1.18M ﹤0.01%
108,332
+1,765
1848
$1.18M ﹤0.01%
48,896
+5
1849
$1.18M ﹤0.01%
+50,002
1850
$1.18M ﹤0.01%
36,736
-290
72 73
74
75 76