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
1951
$580K ﹤0.01%
20,230
-2,270
1952
$579K ﹤0.01%
5,866
-382
1953
$579K ﹤0.01%
24,463
-3,784
1954
$578K ﹤0.01%
3,628
+21
1955
$577K ﹤0.01%
31,106
-498
1956
$574K ﹤0.01%
7,890
+730
1957
$571K ﹤0.01%
+130,001
1958
$569K ﹤0.01%
23,816
-5,331
1959
$568K ﹤0.01%
21,853
+2,940
1960
$567K ﹤0.01%
48,533
+29,824
1961
$567K ﹤0.01%
27,575
-6,480
1962
$567K ﹤0.01%
9,714
-179
1963
$566K ﹤0.01%
45,368
-4,957
1964
$563K ﹤0.01%
29,837
-18,826
1965
$562K ﹤0.01%
+5,904
1966
$562K ﹤0.01%
+22,059
1967
$561K ﹤0.01%
8,295
+524
1968
$560K ﹤0.01%
16,458
-769
1969
$560K ﹤0.01%
48,587
+17,746
1970
$560K ﹤0.01%
131,530
+114,480
1971
$560K ﹤0.01%
21,108
-23
1972
$559K ﹤0.01%
18,487
-7
1973
$558K ﹤0.01%
7,463
-10,668
1974
$558K ﹤0.01%
9,089
-76
1975
$557K ﹤0.01%
5,954
-1,711
77 78
79
80 81