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
1876
$1.15M ﹤0.01%
16,151
+1,750
1877
$1.15M ﹤0.01%
13,724
-1,070
1878
$1.15M ﹤0.01%
142,337
+117,037
1879
$1.15M ﹤0.01%
62,722
+800
1880
$1.14M ﹤0.01%
42,897
+4,886
1881
$1.14M ﹤0.01%
96,980
+6,842
1882
$1.14M ﹤0.01%
93,087
+2,705
1883
$1.14M ﹤0.01%
33,675
+125
1884
$1.14M ﹤0.01%
28,263
-14,651
1885
$1.13M ﹤0.01%
72,787
+690
1886
$1.13M ﹤0.01%
36,583
+1,562
1887
$1.13M ﹤0.01%
16,036
-844
1888
$1.13M ﹤0.01%
60,908
+24,043
1889
$1.13M ﹤0.01%
85,550
-895
1890
$1.12M ﹤0.01%
51,406
+1,714
1891
$1.12M ﹤0.01%
490,206
+25,174
1892
$1.12M ﹤0.01%
68,126
-4,049
1893
$1.12M ﹤0.01%
206,360
-77,494
1894
$1.11M ﹤0.01%
91,229
-58,423
1895
$1.11M ﹤0.01%
86,998
+23,605
1896
$1.11M ﹤0.01%
15,802
+70
1897
$1.11M ﹤0.01%
50,822
+33,802
1898
$1.11M ﹤0.01%
222,514
+148,175
1899
$1.11M ﹤0.01%
+65,499
1900
$1.11M ﹤0.01%
36,541
+892
74 75
76
77 78