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
1976
$988K ﹤0.01%
57,378
+1,863
1977
$988K ﹤0.01%
11,852
+204
1978
$986K ﹤0.01%
32,717
+25,520
1979
$984K ﹤0.01%
122,286
+9,642
1980
$981K ﹤0.01%
54,468
+41,388
1981
$978K ﹤0.01%
89,504
+4,030
1982
$978K ﹤0.01%
3,644
-647
1983
$975K ﹤0.01%
50,108
+7,243
1984
$973K ﹤0.01%
14,242
+187
1985
$973K ﹤0.01%
12,125
+1,182
1986
$973K ﹤0.01%
31,789
-29
1987
$971K ﹤0.01%
40,098
+7,007
1988
$967K ﹤0.01%
9,304
-120
1989
$964K ﹤0.01%
30,658
+2,707
1990
$964K ﹤0.01%
20,851
-13,433
1991
$963K ﹤0.01%
13,672
+845
1992
$957K ﹤0.01%
61,887
+17,769
1993
$957K ﹤0.01%
100,000
1994
$957K ﹤0.01%
42,248
-8,110
1995
$956K ﹤0.01%
42,655
-3,821
1996
$955K ﹤0.01%
53,037
-8,643
1997
$953K ﹤0.01%
85,049
+1,323
1998
$951K ﹤0.01%
76,754
-8,547
1999
$950K ﹤0.01%
77,390
+8,174
2000
$950K ﹤0.01%
40,914
+2,251
78 79
80
81 82