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
176
$39.8M 0.12%
905,723
+8,344
177
$39.7M 0.12%
334,641
+33,399
178
$39.7M 0.12%
601,154
-36,391
179
$39.6M 0.12%
353,292
-106,121
180
$39.2M 0.12%
230,531
+1,201
181
$39.2M 0.12%
428,563
-28,241
182
$39.1M 0.12%
1,605,600
+44,399
183
$38.7M 0.12%
141,702
-139,496
184
$38.3M 0.12%
849,983
+46,121
185
$38.3M 0.12%
339,617
+34,895
186
$37.6M 0.12%
1,070,513
-17,926
187
$37.4M 0.11%
600,626
+180,992
188
$36.7M 0.11%
357,611
+191,709
189
$36.7M 0.11%
261,450
-10,044
190
$36.4M 0.11%
313,349
-10,457
191
$35.8M 0.11%
288,292
-9,559
192
$35.4M 0.11%
464,808
-8,272
193
$35.4M 0.11%
819,603
-53,757
194
$35.1M 0.11%
622,090
+18,368
195
$34.9M 0.11%
336,619
+12,000
196
$34.9M 0.11%
1,229,338
+84,831
197
$34.9M 0.11%
556,540
-227,105
198
$34.9M 0.11%
183,978
+5,959
199
$34.3M 0.11%
379,881
+15,808
200
$34.2M 0.1%
399,151
-13,249
6 7
8
9 10