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
1926
$601K ﹤0.01%
14,863
-2,222
1927
$600K ﹤0.01%
12,606
-6,939
1928
$599K ﹤0.01%
33,532
-11,623
1929
$599K ﹤0.01%
+14,272
1930
$598K ﹤0.01%
16,584
+3,490
1931
$597K ﹤0.01%
25,206
-292
1932
$596K ﹤0.01%
33,144
+804
1933
$596K ﹤0.01%
13,252
-928
1934
$595K ﹤0.01%
23,777
-995
1935
$594K ﹤0.01%
40,000
1936
$594K ﹤0.01%
+34,127
1937
$594K ﹤0.01%
6,119
+786
1938
$593K ﹤0.01%
+23,884
1939
$593K ﹤0.01%
15,053
+2,612
1940
$593K ﹤0.01%
8,148
+3,468
1941
$593K ﹤0.01%
40,840
-65,880
1942
$591K ﹤0.01%
6,164
+606
1943
$589K ﹤0.01%
4,945
1944
$587K ﹤0.01%
11,820
-114
1945
$585K ﹤0.01%
3,524
-227
1946
$584K ﹤0.01%
6,509
+254
1947
$584K ﹤0.01%
87,295
-521
1948
$583K ﹤0.01%
7,473
-555
1949
$583K ﹤0.01%
56,983
+2,789
1950
$581K ﹤0.01%
49,884
+7,437
76 77
78
79 80