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
1976
$557K ﹤0.01%
12,128
+6,802
1977
$555K ﹤0.01%
16,285
-250
1978
$553K ﹤0.01%
96,122
-24,734
1979
$553K ﹤0.01%
10,847
+194
1980
$552K ﹤0.01%
9,190
-1,585
1981
$550K ﹤0.01%
940
+416
1982
$548K ﹤0.01%
3,204
+298
1983
$548K ﹤0.01%
41,942
-7,165
1984
$547K ﹤0.01%
+26,383
1985
$547K ﹤0.01%
61,278
-3,690
1986
$546K ﹤0.01%
7,058
+248
1987
$545K ﹤0.01%
1,553
+621
1988
$544K ﹤0.01%
+18,566
1989
$544K ﹤0.01%
+38,806
1990
$544K ﹤0.01%
10,377
-15,789
1991
$544K ﹤0.01%
24,503
+33
1992
$538K ﹤0.01%
25,045
-2,313
1993
$536K ﹤0.01%
4,097
+1,051
1994
$536K ﹤0.01%
100,000
1995
$536K ﹤0.01%
21,314
+1,382
1996
$536K ﹤0.01%
58,610
-10,921
1997
$535K ﹤0.01%
+5,632
1998
$534K ﹤0.01%
11,364
-3,512
1999
$534K ﹤0.01%
27,234
+11,595
2000
$534K ﹤0.01%
3,203
+2,520
78 79
80
81 82