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
1851
$686K ﹤0.01%
35,817
+9,227
1852
$683K ﹤0.01%
14,250
+266
1853
$683K ﹤0.01%
10,770
+2,994
1854
$681K ﹤0.01%
21,245
-52,139
1855
$680K ﹤0.01%
16,791
-2,997
1856
$680K ﹤0.01%
34,130
+465
1857
$680K ﹤0.01%
27,663
-3,357
1858
$678K ﹤0.01%
+59,445
1859
$677K ﹤0.01%
18,048
-1,762
1860
$676K ﹤0.01%
39,304
+205
1861
$675K ﹤0.01%
29,371
-3,602
1862
$675K ﹤0.01%
105,638
+73,551
1863
$675K ﹤0.01%
48,349
-55,036
1864
$674K ﹤0.01%
920
-156
1865
$673K ﹤0.01%
22,910
+3,743
1866
$670K ﹤0.01%
+23,182
1867
$669K ﹤0.01%
5,225
-20
1868
$668K ﹤0.01%
11,840
+10,410
1869
$668K ﹤0.01%
13,408
-450
1870
$667K ﹤0.01%
14,105
-1,049
1871
$665K ﹤0.01%
16,480
+837
1872
$663K ﹤0.01%
9,448
1873
$663K ﹤0.01%
+17,726
1874
$661K ﹤0.01%
55,819
-8,128
1875
$660K ﹤0.01%
13,585
+6,843
73 74
75
76 77