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
1926
$1.07M ﹤0.01%
35,844
+2,837
1927
$1.07M ﹤0.01%
23,707
+640
1928
$1.07M ﹤0.01%
22,774
-4,530
1929
$1.06M ﹤0.01%
23,480
-746
1930
$1.06M ﹤0.01%
33,990
-11,981
1931
$1.06M ﹤0.01%
24,038
+803
1932
$1.06M ﹤0.01%
8,580
+2,821
1933
$1.06M ﹤0.01%
20,659
-189
1934
$1.06M ﹤0.01%
78,901
-1,398
1935
$1.06M ﹤0.01%
27,332
-2,852
1936
$1.06M ﹤0.01%
216,635
-12,711
1937
$1.06M ﹤0.01%
17,588
+13,538
1938
$1.05M ﹤0.01%
56,373
-340
1939
$1.05M ﹤0.01%
12,050
+1,818
1940
$1.05M ﹤0.01%
82,070
+68,513
1941
$1.05M ﹤0.01%
182,400
+4,339
1942
$1.05M ﹤0.01%
+191,110
1943
$1.05M ﹤0.01%
48,280
+3,613
1944
$1.05M ﹤0.01%
91,961
-28,952
1945
$1.05M ﹤0.01%
29,559
+1,032
1946
$1.05M ﹤0.01%
32,662
-1,251
1947
$1.05M ﹤0.01%
21,389
+2,152
1948
$1.04M ﹤0.01%
12,820
+1,103
1949
$1.04M ﹤0.01%
35,219
-11,025
1950
$1.04M ﹤0.01%
15,236
-7,030
76 77
78
79 80