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
176
$77.4M 0.13%
902,484
+25,108
177
$77.3M 0.13%
3,249,349
+88,210
178
$76.7M 0.13%
449,911
+4,691
179
$76.3M 0.13%
844,547
-3,097
180
$75.9M 0.12%
2,201,211
+103,712
181
$74.3M 0.12%
1,492,765
+90,033
182
$74.1M 0.12%
660,189
+49,719
183
$73.8M 0.12%
606,461
-143,213
184
$73.6M 0.12%
2,510,866
+55,753
185
$73.5M 0.12%
359,031
-22,142
186
$73.5M 0.12%
1,020,248
+2,233
187
$73.3M 0.12%
1,703,392
+547,299
188
$72M 0.12%
701,969
+39,389
189
$71.4M 0.12%
433,083
-24,344
190
$70.8M 0.12%
662,788
+21,477
191
$70.3M 0.12%
629,413
-43,792
192
$70.2M 0.11%
3,578,317
+1,983,226
193
$70.1M 0.11%
302,759
-3,175
194
$69.9M 0.11%
411,626
+25,104
195
$69.5M 0.11%
874,615
+15,043
196
$68.4M 0.11%
339,795
+8,686
197
$68M 0.11%
372,998
+5,239
198
$67.5M 0.11%
162,409
-51,310
199
$67.3M 0.11%
555,489
+1,958
200
$65.6M 0.11%
883,201
-315,690
6 7
8
9 10