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
1901
$627K ﹤0.01%
+38,391
1902
$625K ﹤0.01%
35,641
-289
1903
$623K ﹤0.01%
2,465
-1,979
1904
$622K ﹤0.01%
+9,613
1905
$622K ﹤0.01%
1,038
1906
$622K ﹤0.01%
59,784
+37,791
1907
$620K ﹤0.01%
11,529
-381
1908
$619K ﹤0.01%
26,527
-3,627
1909
$619K ﹤0.01%
+37,063
1910
$615K ﹤0.01%
12,902
+2,617
1911
$614K ﹤0.01%
15,039
-7,309
1912
$614K ﹤0.01%
25,912
-4,406
1913
$614K ﹤0.01%
25,420
+3,166
1914
$613K ﹤0.01%
+15,055
1915
$610K ﹤0.01%
7,104
+928
1916
$609K ﹤0.01%
25,832
+1,495
1917
$608K ﹤0.01%
22,534
-27,621
1918
$608K ﹤0.01%
35,242
+25,013
1919
$608K ﹤0.01%
+17,776
1920
$607K ﹤0.01%
18,424
+368
1921
$607K ﹤0.01%
+43,278
1922
$604K ﹤0.01%
11,564
-2,174
1923
$603K ﹤0.01%
8,530
+2,724
1924
$602K ﹤0.01%
20,267
+5,492
1925
$602K ﹤0.01%
16,470
+701
75 76
77
78 79