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
1951
$1.04M ﹤0.01%
138,700
+16,919
1952
$1.04M ﹤0.01%
51,763
+16,654
1953
$1.03M ﹤0.01%
68,401
+37
1954
$1.03M ﹤0.01%
7,956
+435
1955
$1.02M ﹤0.01%
31,791
+2,177
1956
$1.02M ﹤0.01%
+11,667
1957
$1.02M ﹤0.01%
112,300
-145
1958
$1.02M ﹤0.01%
+41,010
1959
$1.02M ﹤0.01%
22,945
+3,732
1960
$1.01M ﹤0.01%
58,558
+2,347
1961
$1.01M ﹤0.01%
33,316
-887
1962
$1.01M ﹤0.01%
74,011
-620
1963
$1.01M ﹤0.01%
90,498
-450
1964
$1.01M ﹤0.01%
67,475
+19,977
1965
$1.01M ﹤0.01%
24,514
+3,324
1966
$1.01M ﹤0.01%
35,090
+1,117
1967
$1M ﹤0.01%
235,539
-10,077
1968
$1M ﹤0.01%
108,488
-7,113
1969
$1M ﹤0.01%
10,169
+5,083
1970
$1M ﹤0.01%
+134,253
1971
$998K ﹤0.01%
27,952
-12,346
1972
$998K ﹤0.01%
14,823
-4,392
1973
$997K ﹤0.01%
15,015
+1,017
1974
$990K ﹤0.01%
35,047
+1,830
1975
$988K ﹤0.01%
64,596
+4,836
77 78
79
80 81