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
2101
$424K ﹤0.01%
9,320
-136
2102
$424K ﹤0.01%
+16,736
2103
$423K ﹤0.01%
12,991
-21
2104
$422K ﹤0.01%
608
-9
2105
$422K ﹤0.01%
28,900
2106
$421K ﹤0.01%
+8,354
2107
$421K ﹤0.01%
+26,865
2108
$420K ﹤0.01%
10,281
+900
2109
$419K ﹤0.01%
9,543
-380
2110
$419K ﹤0.01%
9,366
+692
2111
$417K ﹤0.01%
64,896
+2,941
2112
$416K ﹤0.01%
18,222
+2,489
2113
$415K ﹤0.01%
8,501
+1,146
2114
$415K ﹤0.01%
8,967
-58
2115
$414K ﹤0.01%
3,845
-381
2116
$413K ﹤0.01%
31,081
-3,000
2117
$412K ﹤0.01%
7,708
-22
2118
$411K ﹤0.01%
3,887
-1,200
2119
$410K ﹤0.01%
24,111
+12,845
2120
$409K ﹤0.01%
32,325
+12,283
2121
$409K ﹤0.01%
4,100
+569
2122
$409K ﹤0.01%
13,024
+1,865
2123
$408K ﹤0.01%
8,300
-386
2124
$407K ﹤0.01%
+12,939
2125
$407K ﹤0.01%
+13,700
83 84
85
86 87