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
2051
$479K ﹤0.01%
9,012
-374
2052
$476K ﹤0.01%
36,722
+4,702
2053
$475K ﹤0.01%
10,505
-140
2054
$474K ﹤0.01%
10,097
-77,259
2055
$473K ﹤0.01%
2,041
-620
2056
$472K ﹤0.01%
20,584
+101
2057
$471K ﹤0.01%
27,170
-1,310
2058
$470K ﹤0.01%
15,477
+1,752
2059
$469K ﹤0.01%
56,987
+2,987
2060
$469K ﹤0.01%
6,621
-969
2061
$469K ﹤0.01%
+11,714
2062
$467K ﹤0.01%
5,348
+300
2063
$466K ﹤0.01%
5,255
-1,266
2064
$465K ﹤0.01%
22,544
+5,378
2065
$464K ﹤0.01%
51,048
-728
2066
$462K ﹤0.01%
10,260
-1,980
2067
$460K ﹤0.01%
29,128
-8,500
2068
$460K ﹤0.01%
38,200
2069
$459K ﹤0.01%
38,232
+2,543
2070
$458K ﹤0.01%
77,761
-2,200
2071
$457K ﹤0.01%
67,502
+3,561
2072
$457K ﹤0.01%
10,666
-28,375
2073
$456K ﹤0.01%
15,212
-103
2074
$455K ﹤0.01%
26,862
+7,987
2075
$453K ﹤0.01%
5,932
+34
81 82
83
84 85