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
1851
$1.18M ﹤0.01%
20,014
-179
1852
$1.18M ﹤0.01%
34,493
+12
1853
$1.18M ﹤0.01%
17,359
+177
1854
$1.17M ﹤0.01%
59,810
-59,151
1855
$1.17M ﹤0.01%
18,474
-455
1856
$1.17M ﹤0.01%
21,927
+295
1857
$1.17M ﹤0.01%
43,237
+1,118
1858
$1.17M ﹤0.01%
17,737
-496
1859
$1.17M ﹤0.01%
10,890
-300
1860
$1.17M ﹤0.01%
23,280
+3,637
1861
$1.17M ﹤0.01%
55,361
-4,291
1862
$1.16M ﹤0.01%
181,544
+15,344
1863
$1.16M ﹤0.01%
36,395
-233
1864
$1.16M ﹤0.01%
34,066
+10,772
1865
$1.16M ﹤0.01%
75,949
+2,131
1866
$1.16M ﹤0.01%
34,346
+3,134
1867
$1.16M ﹤0.01%
55,198
-5,117
1868
$1.16M ﹤0.01%
11,939
+4,679
1869
$1.16M ﹤0.01%
13,296
+801
1870
$1.16M ﹤0.01%
18,130
+6,263
1871
$1.16M ﹤0.01%
84,031
+313
1872
$1.16M ﹤0.01%
21,677
-1,178
1873
$1.15M ﹤0.01%
44,536
-2,163
1874
$1.15M ﹤0.01%
53,020
+872
1875
$1.15M ﹤0.01%
22,228
+1,186
73 74
75
76 77