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
1876
$656K ﹤0.01%
8,458
-770
1877
$655K ﹤0.01%
8,277
+1,135
1878
$655K ﹤0.01%
42,074
+17,192
1879
$654K ﹤0.01%
+17,781
1880
$651K ﹤0.01%
39,484
+1,994
1881
$650K ﹤0.01%
9,358
+220
1882
$649K ﹤0.01%
4,305
-2
1883
$647K ﹤0.01%
4,857
-2,717
1884
$646K ﹤0.01%
15,018
+250
1885
$643K ﹤0.01%
7,472
-886
1886
$643K ﹤0.01%
38,471
-817
1887
$642K ﹤0.01%
6,534
+330
1888
$640K ﹤0.01%
15,157
+4,358
1889
$638K ﹤0.01%
4,864
-186
1890
$636K ﹤0.01%
14,729
-15
1891
$635K ﹤0.01%
49,237
+1,000
1892
$634K ﹤0.01%
14,862
+1,890
1893
$633K ﹤0.01%
30,185
+3,146
1894
$631K ﹤0.01%
6,636
+282
1895
$630K ﹤0.01%
4,604
+264
1896
$630K ﹤0.01%
28,281
+515
1897
$630K ﹤0.01%
54,809
+38,217
1898
$630K ﹤0.01%
4,799
-330
1899
$629K ﹤0.01%
18,523
-4,638
1900
$629K ﹤0.01%
26,082
+6,203
74 75
76
77 78