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
2001
$533K ﹤0.01%
+19,229
2002
$531K ﹤0.01%
+9,113
2003
$528K ﹤0.01%
22,558
-586
2004
$527K ﹤0.01%
29,218
-675
2005
$525K ﹤0.01%
+13,088
2006
$524K ﹤0.01%
2,818
+38
2007
$524K ﹤0.01%
18,938
-243
2008
$524K ﹤0.01%
4,627
-890
2009
$523K ﹤0.01%
19,144
-72,454
2010
$520K ﹤0.01%
5,774
-86,857
2011
$520K ﹤0.01%
8,333
-7
2012
$517K ﹤0.01%
20,654
-3,214
2013
$516K ﹤0.01%
31,560
-1,905
2014
$515K ﹤0.01%
10,843
-55
2015
$515K ﹤0.01%
42,098
-16,973
2016
$513K ﹤0.01%
89,581
+51,702
2017
$513K ﹤0.01%
13,490
-246
2018
$510K ﹤0.01%
112,767
+67,429
2019
$509K ﹤0.01%
13,290
-1,210
2020
$508K ﹤0.01%
5,687
-182
2021
$508K ﹤0.01%
64,318
-11,800
2022
$507K ﹤0.01%
15,256
+175
2023
$507K ﹤0.01%
67,386
-8,485
2024
$507K ﹤0.01%
20,839
-2,664
2025
$506K ﹤0.01%
7,121
-761
79 80
81
82 83