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
2051
$888K ﹤0.01%
46,209
+7,680
2052
$887K ﹤0.01%
35,068
-26,473
2053
$887K ﹤0.01%
86,645
+31,883
2054
$887K ﹤0.01%
15,362
+1,025
2055
$886K ﹤0.01%
84,821
+2,434
2056
$884K ﹤0.01%
10,560
2057
$883K ﹤0.01%
10,900
-30,695
2058
$883K ﹤0.01%
21,178
+665
2059
$881K ﹤0.01%
50,854
2060
$880K ﹤0.01%
44,958
-18,861
2061
$880K ﹤0.01%
22,142
+386
2062
$879K ﹤0.01%
6,241
-97
2063
$872K ﹤0.01%
6,188
-690
2064
$870K ﹤0.01%
115,636
+83,471
2065
$867K ﹤0.01%
52,050
-5,124
2066
$866K ﹤0.01%
22,526
-20,415
2067
$866K ﹤0.01%
31,420
2068
$864K ﹤0.01%
11,588
-599
2069
$864K ﹤0.01%
4,547
+136
2070
$863K ﹤0.01%
18,219
+2,456
2071
$863K ﹤0.01%
22,599
-2,153
2072
$861K ﹤0.01%
12,335
-70
2073
$860K ﹤0.01%
15,957
-2,208
2074
$859K ﹤0.01%
11,810
+3,099
2075
$859K ﹤0.01%
42,938
+21,153
81 82
83
84 85